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Building 2S & CO., INC.

Map pinBOSTON, MA
Phone617-227-8660
NotebookSEC #801-33273
Total AUM
$2.5B
Employees
15
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CONGRESS STREET, ROOM 800
BOSTON
MA 02109
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-227-8660

ReceiptFinancials

Total AUM
$2.5B
Accounts
383
Discretionary
$2.5B
Accounts
383
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$15.3M
HNW Individual Clients
302
AUM
$1.4B
Pooled Vehicle Clients
6
AUM
$821.2M
Charitable Organization Clients
17
AUM
$170M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT ADVICE TO INDIVIDUAL TRUSTEES OF REVOCABLE AND IRREVOCABLE TRUSTS.
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCTDEFLMAMDMEMTNHNYPA

HandshakeAffiliates

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

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