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Building 2NORTH AMERICAN MANAGEMENT CORP

Map pinBOSTON, MA
Phone617-695-2100
NotebookSEC #801-5346
Total AUM
$1.6B
Employees
22
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TEN POST OFFICE SQUARE SUITE 1200 SOUTH
BOSTON
MA 02109-4621
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
617-695-2100
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
856
Discretionary
$1.5B
Accounts
842
Non-Discretionary
$175.9M
Accounts
14

ContactClients

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Individual Clients
166
AUM
$70.9M
HNW Individual Clients
202
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
13
AUM
$160.3M
Corporation or Business Clients
13
AUM
$95.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMEMONHNYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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