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Building 2WHATIFI ASSET MANAGEMENT INC

Map pinWOBURN, MA
Phone781-933-7240
NotebookSEC #801-57190
Total AUM
$107K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 UNICORN PARK DRIVE
2ND FLOOR
WOBURN
MA 01801
USA
Operating Hours
8:00A - 5:00P
Monday - Friday
Phone
781-933-7240

ReceiptFinancials

Total AUM
$107K
Accounts
57
Discretionary
$0
Accounts
0
Non-Discretionary
$107K
Accounts
57

ContactClients

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None reported

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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