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Building 2TAX & INVESTMENT ADVISORS

Map pinNEWBURYPORT, MA
Phone(978) 255-1128
NotebookSEC #801-136330
Total AUM
$101.5M
Employees
3
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 WATER STREET
SUITE 302
NEWBURYPORT
MA 01950
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(978) 255-1128

ReceiptFinancials

Total AUM
$101.5M
Accounts
343
Discretionary
$101.5M
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
312
AUM
$61M
HNW Individual Clients
34
AUM
$40.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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