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Building 2NEFPG

Map pinBURLINGTON, MA
Phone781-272-2200
NotebookSEC #801-17130
Total AUM
$246.1M
Employees
6
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
69 WINN STREET
BURLINGTON
MA 01803
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
781-272-2200

ReceiptFinancials

Total AUM
$246.1M
Accounts
709
Discretionary
$128.5M
Accounts
379
Non-Discretionary
$117.6M
Accounts
330

ContactClients

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Individual Clients
120
AUM
$38.7M
HNW Individual Clients
76
AUM
$207.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMAMENHNYTXVT

HandshakeAffiliates

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

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