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Building 2INVESRA

Map pinBOSTON, MA
Phone617-287-5833
NotebookSEC #801-62052
Total AUM
$26M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 MORRISSEY BLVD
VENTURE DEVELOPMENT CENTER
BOSTON
MA 02125
United States
Operating Hours
9:00 A.M. - 5:00 P.M. EST
Monday - Friday
Phone
617-287-5833

ReceiptFinancials

Total AUM
$26M
Accounts
975
Discretionary
$4M
Accounts
125
Non-Discretionary
$22M
Accounts
850

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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