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Building 2CANBY FINANCIAL ADVISORS

Map pinFRAMINGHAM, MA
Phone508-598-1082
NotebookSEC #801-134723
Total AUM
$729.4M
Employees
11
Clients
382

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 WORCESTER ROAD
SUITE 408
FRAMINGHAM
MA 01701
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
508-598-1082

ReceiptFinancials

Total AUM
$729.4M
Accounts
390
Discretionary
$622.8M
Accounts
382
Non-Discretionary
$106.6M
Accounts
8

ContactClients

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Individual Clients
190
AUM
$62.9M
HNW Individual Clients
184
AUM
$559.7M
Pension/Profit Sharing Plan Clients
8
AUM
$106.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENCNHNYRIVAVT

HandshakeAffiliates

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

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