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Building 2COMMUNITY FINANCIAL GROUP, INC.

Map pinMARLBOROUGH, MA
Phone508-251-2716
NotebookSEC #801-62776
Total AUM
$35.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 BOSTON POST ROAD WEST
SUITE 406
MARLBOROUGH
MA 01752
United States
Operating Hours
8:30 AM TO 4:30 PM EST
Monday - Friday
Phone
508-251-2716

ReceiptFinancials

Total AUM
$35.1M
Accounts
173
Discretionary
$26.6M
Accounts
168
Non-Discretionary
$8.5M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

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

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