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Building 2LONG WHARF INVESTORS

Map pinBOSTON, MA
Phone617-338-9393
NotebookSEC #801-49692
Total AUM
$199.8M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 POST OFFICE SQUARE
BOSTON
MA 02109
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
617-338-9393

ReceiptFinancials

Total AUM
$199.8M
Accounts
129
Discretionary
$187.6M
Accounts
110
Non-Discretionary
$12.2M
Accounts
19

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNYRI

HandshakeAffiliates

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

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