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Building 2FIDELITY PERSONAL TRUST COMPANY, FSB

Map pinBOSTON, MA
Phone800-544-3455
NotebookSEC #801-57524
Total AUM
$1.7B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SUMMER STREET-3RD FLOOR
BOSTON
MA 02110
USA
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
800-544-3455

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,388
Discretionary
$1.7B
Accounts
2,388
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 20 other businesses.

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