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Building 2AMUNDI

Map pinBOSTON, MA
Phone(617)-885-0250
NotebookSEC #801-131764
Total AUM
$1.1B
Employees
32
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28 STATE STREET
28TH FLOOR
BOSTON
MA 02109
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(617)-885-0250
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
2
Discretionary
$1.1B
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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