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Building 2RHEECO, INC.

Map pinNATICK, MA
Phone(508) 655-1185
NotebookSEC #801-132378
Total AUM
$119.2M
Employees
4
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 ELIOT STREET
NATICK
MA 01760
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(508) 655-1185

ReceiptFinancials

Total AUM
$119.2M
Accounts
562
Discretionary
$119.2M
Accounts
562
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
288
AUM
$82M
HNW Individual Clients
30
AUM
$28.7M
Pension/Profit Sharing Plan Clients
1
AUM
$8.4M
Charitable Organization Clients
1
AUM
$80K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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