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Building 2WGI DM, LLC

Map pinBOSTON, MA
Phone617-428-4040
NotebookSEC #801-131865
Total AUM
$7.8B
Employees
6
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FINANCIAL CENTER
SUITE 1620
BOSTON
MA 02111
United States
Operating Hours
9-5PM
Monday - Friday
Phone
617-428-4040

ReceiptFinancials

Total AUM
$7.8B
Accounts
33
Discretionary
$7.8B
Accounts
33
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$1.7B
Pension/Profit Sharing Plan Clients
6
AUM
$840.9M
Charitable Organization Clients
1
AUM
$2.1B
Government Entity Clients
1
AUM
$1.6B
Sovereign Wealth Fund Clients
1
AUM
$317.4M
Corporation or Business Clients
1
AUM
$536.6M
Other Clients
15
AUM
$727M
Description of Other Clients
TRUST (NDT)

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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