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Building 2TPW FINANCIAL

Map pinNEWTON, MA
Phone617-614-9889
NotebookSEC #801-63724
Total AUM
$260.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 LEXINGTON STREET
SUITE 203
NEWTON
MA 02466
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
617-614-9889

ReceiptFinancials

Total AUM
$260.6M
Accounts
373
Discretionary
$246.8M
Accounts
347
Non-Discretionary
$13.8M
Accounts
26

ContactClients

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None reported

Briefcase businessServices

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

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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