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Building 2BACK BAY FINANCIAL GROUP, INC.

Map pinBOSTON, MA
Phone617-247-0518
NotebookSEC #801-57059
Total AUM
$349.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 BOYLSTON STREET
SUITE 300
BOSTON
MA 02116
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-247-0518

ReceiptFinancials

Total AUM
$349.6M
Accounts
1,348
Discretionary
$341.9M
Accounts
1,324
Non-Discretionary
$7.6M
Accounts
24

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHNYTX

HandshakeAffiliates

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

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