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Building 2CCR WEALTH MANAGEMENT, LLC

Map pinWESTBOROUGH, MA
Phone508-475-3880
NotebookSEC #801-60657
Total AUM
$7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 COMPUTER DR
WESTBOROUGH
MA 01581
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
508-475-3880

ReceiptFinancials

Total AUM
$7M
Accounts
45
Discretionary
$0
Accounts
0
Non-Discretionary
$7M
Accounts
45

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ESTATE PLANNING
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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