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Building 2TQM WEALTH PARTNERS

Map pinMARBLEHEAD, MA
Phone781-990-3599
NotebookSEC #801-136473
Total AUM
$123.7M
Employees
4
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
122 R WASHINGTON ST
MARBLEHEAD
MA 01945
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
781-990-3599
Other Offices
2

ReceiptFinancials

Total AUM
$123.7M
Accounts
220
Discretionary
$123.7M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$11.6M
HNW Individual Clients
27
AUM
$112.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANY

HandshakeAffiliates

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

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