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Building 2TFC FINANCIAL MANAGEMENT INC

Map pinBOSTON, MA
Phone617-210-6700
NotebookSEC #801-17784
Total AUM
$1.8B
Employees
22
Clients
416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 FRANKLIN STREET
SUITE 1888
BOSTON
MA 02110
United States
Operating Hours
8:30AM-5:00 PM
Monday - Friday
Phone
617-210-6700

ReceiptFinancials

Total AUM
$1.8B
Accounts
1,619
Discretionary
$1.8B
Accounts
1,619
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$49.7M
HNW Individual Clients
302
AUM
$1.7B
Corporation or Business Clients
1
AUM
$9.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADMINISTRATIVE,CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMAMDMENCNHNYRITXVAVT

HandshakeAffiliates

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

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