1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PRIVATE LINE LLC

Map pinMARBLEHEAD, MA
Phone781-631-1123
NotebookSEC #801-62503
Total AUM
$50M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
208 BEACON ST
MARBLEHEAD
MA 01945
USA
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
781-631-1123

ReceiptFinancials

Total AUM
$50M
Accounts
18
Discretionary
$0
Accounts
0
Non-Discretionary
$50M
Accounts
18

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account