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Building 2F-SQUARED INVESTMENTS, INC

Map pinWELLESLEY, MA
Phone(781) 772-2777
NotebookSEC #801-69937
Total AUM
$49K
Employees
57
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 WILLIAM STREET
SUITE 400
WELLESLEY
MA 02481
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(781) 772-2777

ReceiptFinancials

Total AUM
$49K
Accounts
1
Discretionary
$49K
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther Services
Other Services
INDEX PROVIDER
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MANJTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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