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Building 2O.F.O. PARTNERS, LLC

Map pinHINGHAM, MA
Phone(617) 829-8800
NotebookSEC #801-136025
Total AUM
$110M
Employees
3
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 SHIPYARD DRIVE
SUITE 3D
HINGHAM
MA 02043
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(617) 829-8800
Other Offices
1

ReceiptFinancials

Total AUM
$110M
Accounts
61
Discretionary
$74.4M
Accounts
48
Non-Discretionary
$35.6M
Accounts
13

ContactClients

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Individual Clients
1
AUM
$832.8K
HNW Individual Clients
10
AUM
$75.1M
Charitable Organization Clients
1
AUM
$33.9M
Corporation or Business Clients
1
AUM
$109.8K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMA

HandshakeAffiliates

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

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