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Building 2TRUVIUS

Map pinBOSTON, MA
Phone617-518-5423
NotebookSEC #801-130318
Total AUM
$190K
Employees
3
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
265 FRANKLIN STREET
SUITE 1702
BOSTON
MA 02110
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-518-5423

ReceiptFinancials

Total AUM
$190K
Accounts
18
Discretionary
$190K
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$120K
Corporation or Business Clients
2
AUM
$70K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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