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Building 2DELESSERT FINANCIAL SERVICES INC

Map pinWALTHAM, MA
Phone781-541-5057
NotebookSEC #801-46245
Total AUM
$339.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 THIRD AVENUE
FIFTH FLOOR
WALTHAM
MA 02451
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
781-541-5057

ReceiptFinancials

Total AUM
$339.8M
Accounts
1,029
Discretionary
$290M
Accounts
928
Non-Discretionary
$49.9M
Accounts
101

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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