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Building 2KANON BLOCH CARRE

Map pin
Phone781 792 2930
NotebookSEC #801-68684
Total AUM
$249M
Employees
1
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
781 792 2930

ReceiptFinancials

Total AUM
$249M
Accounts
27
Discretionary
$7.6M
Accounts
24
Non-Discretionary
$241.4M
Accounts
3

ContactClients

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Individual Clients
20
AUM
$2.5M
HNW Individual Clients
3
AUM
$4.7M
Pension/Profit Sharing Plan Clients
3
AUM
$241.4M
Charitable Organization Clients
1
AUM
$408.4K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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