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Building 2SMITH RAPACZ, LLC

Map pinBOSTON, MA
Phone617-973-5180
NotebookSEC #801-63497
Total AUM
$48.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 FANEUIL HALL MARKET PLACE
3RD FLOOR
BOSTON
MA 02109
USA
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
617-973-5180

ReceiptFinancials

Total AUM
$48.6M
Accounts
220
Discretionary
$13.6M
Accounts
8
Non-Discretionary
$35M
Accounts
212

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 Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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

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