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Building 2BOSTONPREMIER WEALTH

Map pinHINGHAM, MA
Phone(617) 934-1100
NotebookSEC #801-130727
Total AUM
$525.2M
Employees
8
Clients
755

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 POND PARK RD
SUITE 201
HINGHAM
MA 02043
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(617) 934-1100
Other Offices
1

ReceiptFinancials

Total AUM
$525.2M
Accounts
1,604
Discretionary
$525.2M
Accounts
1,604
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
602
AUM
$213.1M
HNW Individual Clients
147
AUM
$304.9M
Pension/Profit Sharing Plan Clients
5
AUM
$3.2M
Corporation or Business Clients
1
AUM
$4.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMENHNJNYPASCTX

HandshakeAffiliates

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

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