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Building 2ALTSCHULER FINANCIAL SERVICES

Map pinLEXINGTON, MA
Phone781-674-2297
NotebookSEC #801-64394
Total AUM
$64.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
594 MARRETT ROAD, SUITE 13
LEXINGTON
MA 02421
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
781-674-2297

ReceiptFinancials

Total AUM
$64.6M
Accounts
99
Discretionary
$64.6M
Accounts
99
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly 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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