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Building 2MUTUAL SERVICE CORPORATION

Map pinBOSTON, MA
Phone(800)749-8900
NotebookSEC #801-40228
Total AUM
$905.6M
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BEACON STREET, 22ND FLOOR
BOSTON
MA 02108
United States
Operating Hours
8:30 AM TO 5:00 PM EST
Monday - Friday
Phone
(800)749-8900

ReceiptFinancials

Total AUM
$905.6M
Accounts
4,688
Discretionary
$5.6M
Accounts
97
Non-Discretionary
$900M
Accounts
4,591

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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