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Building 2RISE NORTH CAPITAL INVESTMENT ADVISORS

Map pinBRAINTREE, MA
Phone(781) 519-6969
NotebookSEC #801-134746
Total AUM
$50.6M
Employees
14
Clients
408

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 BRAINTREE HILL OFFICE PARK
BRAINTREE
MA 02184
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
(781) 519-6969
Other Offices
1

ReceiptFinancials

Total AUM
$50.6M
Accounts
408
Discretionary
$50.6M
Accounts
408
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
389
AUM
$37.7M
HNW Individual Clients
17
AUM
$9.5M
Other Clients
2
AUM
$3.4M
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILKSMAMDMEMIMNNCNENHNJNYOHORPARISCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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