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Building 2THE RELAXING RETIREMENT COACH, INC.

Map pinWELLESLEY, MA
Phone(781) 235-7550
NotebookSEC #801-69302
Total AUM
$461.9M
Employees
7
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WELLESLEY OFFICE PARK
80 WILLIAM STREET, SUITE 260
WELLESLEY
MA 02481
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(781) 235-7550

ReceiptFinancials

Total AUM
$461.9M
Accounts
1,169
Discretionary
$461.9M
Accounts
1,169
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$49.4M
HNW Individual Clients
198
AUM
$412.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHRITX

HandshakeAffiliates

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

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