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Building 2FINARC LLC

Map pinNEEDHAM, MA
Phone781-449-8989
NotebookSEC #801-37761
Total AUM
$62.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 KENDRICK STREET
C3 EAST
NEEDHAM
MA 02494
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
781-449-8989

ReceiptFinancials

Total AUM
$62.5M
Accounts
320
Discretionary
$60.4M
Accounts
319
Non-Discretionary
$2M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MANHTX

HandshakeAffiliates

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

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