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Building 2PARK STATE ASSET MANAGEMENT LLC

Map pinBEVERLY, MA
Phone978.529.2395
NotebookSEC #801-132913
Total AUM
$192.4M
Employees
6
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 DUNHAM RIDGE, SUITE 3100
BEVERLY
MA 01915
United States
Operating Hours
9 - 5
Monday - Friday
Phone
978.529.2395

ReceiptFinancials

Total AUM
$192.4M
Accounts
133
Discretionary
$190.7M
Accounts
126
Non-Discretionary
$1.6M
Accounts
7

ContactClients

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Individual Clients
18
AUM
$8.4M
HNW Individual Clients
32
AUM
$145.1M
Pension/Profit Sharing Plan Clients
4
AUM
$25.2M
Charitable Organization Clients
1
AUM
$4.6M
Corporation or Business Clients
5
AUM
$9.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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