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Building 2TANAGER FINANCIAL SERVICES INC

Map pinWALTHAM, MA
Phone781-893-8040
NotebookSEC #801-50738
Total AUM
$2.2B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 SOUTH STREET
SUITE 195
WALTHAM
MA 02453
USA
Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Phone
781-893-8040

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,478
Discretionary
$865.8M
Accounts
974
Non-Discretionary
$1.3B
Accounts
504

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHPA

HandshakeAffiliates

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

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