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Building 2FINACCESS INTERNATIONAL, INC.

Map pinCONCORD, MA
Phone(978) 371-7044
NotebookSEC #801-60950
Total AUM
$85.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 MAIN STREET
SUITE 1
CONCORD
MA 01742
United States
Operating Hours
9 AM TO 6:00 PM
Monday - Friday
Phone
(978) 371-7044

ReceiptFinancials

Total AUM
$85.9M
Accounts
189
Discretionary
$41.7M
Accounts
154
Non-Discretionary
$44.2M
Accounts
35

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANY

HandshakeAffiliates

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

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