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Building 2MFT WEALTH MANAGEMENT

Map pin
Phone617-800-7922
NotebookSEC #801-134851
Total AUM
$136.3M
Employees
1
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
617-800-7922

ReceiptFinancials

Total AUM
$136.3M
Accounts
31
Discretionary
$136.3M
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
12
AUM
$130M
Corporation or Business Clients
1
AUM
$6.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MATX

HandshakeAffiliates

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

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