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Building 2FIVE CORNERS FINANCIAL SERVICES

Map pinEASTON, MA
Phone508-297-2033
NotebookSEC #801-134388
Total AUM
$292M
Employees
3
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 BRISTOL DRIVE
SUITE 206
EASTON
MA 02375
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
508-297-2033

ReceiptFinancials

Total AUM
$292M
Accounts
750
Discretionary
$292M
Accounts
750
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
195
AUM
$72M
HNW Individual Clients
95
AUM
$220M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHRITX

HandshakeAffiliates

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

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