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Building 2TWIN OAK ETF COMPANY

Map pinWELLESLEY, MA
Phone617-402-5495
NotebookSEC #801-130584
Total AUM
$1.1B
Employees
6
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 WORCESTER ST
SUITE 200
WELLESLEY
MA 02482
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-402-5495

ReceiptFinancials

Total AUM
$1.1B
Accounts
5
Discretionary
$1.1B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
5
AUM
$1.1B

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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