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Building 2CANOPY CAPITAL GROUP

Map pinWOBURN, MA
Phone781-222-3972
NotebookSEC #801-133980
Total AUM
$1.3B
Employees
11
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
237 LEXINGTON STREET
SUITE 207
WOBURN
MA 01801
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
781-222-3972

ReceiptFinancials

Total AUM
$1.3B
Accounts
285
Discretionary
$1.3B
Accounts
285
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
9
AUM
$1.3B

Briefcase businessServices

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Services Offered
Other Services
Other Services
PORTFOLIO MANAGEMENT FOR REGISTERED INVESTMENT ADVISORS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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