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Building 2DION MONEY MANAGEMENT INC

Map pinWILLIAMSTOWN, MA
Phone877-850-7942
NotebookSEC #801-52022
Total AUM
$822.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 MAIN STREET
WILLIAMSTOWN
MA 01267
USA
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
877-850-7942

ReceiptFinancials

Total AUM
$822.5M
Accounts
4,814
Discretionary
$822.5M
Accounts
4,814
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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

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