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Building 2ALLOCATION PLUS ASSET MANAGEMENT CO INC

Map pinBOSTON, MA
Phone617-723-1407 X305
NotebookSEC #801-45877
Total AUM
$85.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 PORTLAND STREET
3RD FLOOR
BOSTON
MA 02114-1809
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-723-1407 X305

ReceiptFinancials

Total AUM
$85.8M
Accounts
858
Discretionary
$52M
Accounts
510
Non-Discretionary
$33.8M
Accounts
348

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D MISC.

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHRIVT

HandshakeAffiliates

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

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