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Building 2ARC INVESTMENT PLANNING & MANAGEMENT INC

Map pinLENOX, MA
Phone413-637-2900
NotebookSEC #801-63012
Total AUM
$170.6M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 WALKER STEET
LENOX
MA 01240-2723
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
413-637-2900

ReceiptFinancials

Total AUM
$170.6M
Accounts
732
Discretionary
$170.6M
Accounts
732
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNJNYTX

HandshakeAffiliates

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

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