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Building 2BOND & CO.

Map pin
Phone781.449.8100
NotebookSEC #801-63628
Total AUM
$51.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
781.449.8100

ReceiptFinancials

Total AUM
$51.4M
Accounts
249
Discretionary
$47.7M
Accounts
207
Non-Discretionary
$3.7M
Accounts
42

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
MATX

HandshakeAffiliates

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

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