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Building 2TCG WEALTH MANAGEMENT

Map pinNASHUA, NH
Phone603-324-0171
NotebookSEC #801-132793
Total AUM
$121.3M
Employees
3
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 WATER ST
NASHUA
NH 03060
United States
Operating Hours
9:00-5:00 EST
Monday - Friday
Phone
603-324-0171

ReceiptFinancials

Total AUM
$121.3M
Accounts
403
Discretionary
$117.1M
Accounts
392
Non-Discretionary
$4.2M
Accounts
11

ContactClients

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Individual Clients
82
AUM
$25.1M
HNW Individual Clients
35
AUM
$96M
Other Clients
10
AUM
$253.1K
Description of Other Clients
529 PLANS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHTX

HandshakeAffiliates

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

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