1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROBERT, FINNEGAN & LYNAH, PC

Map pinBOSTON, MA
Phone617-426-4900
NotebookSEC #801-64385
Total AUM
$79.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
137 SOUTH STREET
SUITE 6
BOSTON
MA 02111
USA
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
617-426-4900

ReceiptFinancials

Total AUM
$79.7M
Accounts
162
Discretionary
$71.5M
Accounts
143
Non-Discretionary
$8.2M
Accounts
19

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account