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Building 2BLUEBIRD WEALTH MANAGEMENT LLC

Map pinMEDFIELD, MA
Phone(508) 359-4349
NotebookSEC #801-132489
Total AUM
$154M
Employees
3
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
266 MAIN STREET
SUITE 19B
MEDFIELD
MA 02052
United States
Operating Hours
9:00AM 5:00PM
Monday - Friday
Phone
(508) 359-4349
Other Offices
1

ReceiptFinancials

Total AUM
$154M
Accounts
255
Discretionary
$154M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
60
AUM
$26.4M
HNW Individual Clients
52
AUM
$114.6M
Charitable Organization Clients
1
AUM
$13M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMENHNY

HandshakeAffiliates

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

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