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Building 2SINGER POTITO ASSOCIATES INC

Map pinAMHERST, MA
Phone413-256-1225
NotebookSEC #801-41918
Total AUM
$179.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 RESEARCH DRIVE, SUITE #1
AMHERST
MA 01002
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
413-256-1225

ReceiptFinancials

Total AUM
$179.8M
Accounts
277
Discretionary
$178.5M
Accounts
273
Non-Discretionary
$1.2M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANYVT

HandshakeAffiliates

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

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