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

Building 2METHOD ADVISORS, LLC

Map pinNEEDHAM, MA
Phone617-426-4610
NotebookSEC #801-68202
Total AUM
$147.2M
Employees
5
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 KENDRICK STREET
SUITE 300
NEEDHAM
MA 02494
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
617-426-4610
Other Offices
1

ReceiptFinancials

Total AUM
$147.2M
Accounts
4
Discretionary
$83.9M
Accounts
2
Non-Discretionary
$63.3M
Accounts
2

ContactClients

View more in analytics →

HNW Individual Clients
1
AUM
$48.1M
Pooled Vehicle Clients
2
AUM
$83.9M
Charitable Organization Clients
1
AUM
$15.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account