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Building 2SILVER BRIDGE

Map pinBOSTON, MA
Phone617-502-9444
NotebookSEC #801-31346
Total AUM
$2.2B
Employees
45
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 STATE STREET
6TH FLOOR
BOSTON
MA 02109
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
617-502-9444

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,925
Discretionary
$1.9B
Accounts
1,745
Non-Discretionary
$265.1M
Accounts
180

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
CUSTODIAL SERVICES; CONSULTATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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