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Building 2MG FINANCIAL LLC

Map pinBRAINTREE, MA
Phone781-848-1163
NotebookSEC #801-52511
Total AUM
$1.1B
Employees
9
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 BRAINTREE HILL OFFICE PARK
SUITE 104
BRAINTREE
MA 02184
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
781-848-1163

ReceiptFinancials

Total AUM
$1.1B
Accounts
137
Discretionary
$1.1B
Accounts
137
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$6.6M
HNW Individual Clients
86
AUM
$1B
Pooled Vehicle Clients
21
AUM
$92.6M
Charitable Organization Clients
1
AUM
$5.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL RETAINER FOR SERVICES NOT COVERED BY AN ASSET BASED FEE.

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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