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Building 2INVESTMENT MANAGEMENT TRUST, LLC

Map pinFITCHBURG, MA
Phone978-343-3344
NotebookSEC #801-132396
Total AUM
$123.5M
Employees
1
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 OLIVER ST
FITCHBURG
MA 01420
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
978-343-3344

ReceiptFinancials

Total AUM
$123.5M
Accounts
305
Discretionary
$123.5M
Accounts
305
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$33.2M
HNW Individual Clients
42
AUM
$90.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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