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Building 2J.P. MARVEL WEALTH MANAGEMENT, INC.

Map pinBOSTON, MA
Phone617-342-5600
NotebookSEC #801-68042
Total AUM
$820.7M
Employees
8
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
265 FRANKLIN STREET
SUITE 902
BOSTON
MA 02110
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-342-5600
Other Offices
1

ReceiptFinancials

Total AUM
$820.7M
Accounts
135
Discretionary
$820.7M
Accounts
135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$6.4M
HNW Individual Clients
47
AUM
$814.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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