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Building 2INVESTORS MOSAIC

Map pin
Phone(617) 272-0006
NotebookSEC #801-130393
Total AUM
$192.1M
Employees
2
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 - 4:00
Monday - Friday
Phone
(617) 272-0006
Other Offices
1

ReceiptFinancials

Total AUM
$192.1M
Accounts
164
Discretionary
$192.1M
Accounts
164
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7
AUM
$2.5M
HNW Individual Clients
26
AUM
$182.9M
Charitable Organization Clients
1
AUM
$5.9M
Corporation or Business Clients
1
AUM
$785.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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