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Building 2WOODSTOCK CORPORATION

Map pinBOSTON, MA
Phone617-227-0600
NotebookSEC #801-4782
Total AUM
$1.2B
Employees
7
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 CUSTOM HOUSE STREET
5TH FLOOR
BOSTON
MA 02110
United States
Operating Hours
8:45 A.M TO 4:45 P.M.
Monday - Friday
Phone
617-227-0600

ReceiptFinancials

Total AUM
$1.2B
Accounts
568
Discretionary
$1.2B
Accounts
568
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$44.1M
HNW Individual Clients
140
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$16.7M
Charitable Organization Clients
8
AUM
$26.6M
Corporation or Business Clients
1
AUM
$19.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CAFLMANHNYRITX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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