1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TABLEAUX WEALTH

Map pinGREAT BARRINGTON, MA
Phone413-264-2400
NotebookSEC #801-131336
Total AUM
$229.7M
Employees
6
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 MAPLE AVENUE
SUITE 5
GREAT BARRINGTON
MA 01230
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
413-264-2400
Other Offices
4

ReceiptFinancials

Total AUM
$229.7M
Accounts
617
Discretionary
$204.5M
Accounts
606
Non-Discretionary
$25.3M
Accounts
11

ContactClients

View more in analytics →

Individual Clients
148
AUM
$66.5M
HNW Individual Clients
61
AUM
$163.2M
Charitable Organization Clients
1
AUM
$91.8K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYTXVT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account