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Building 2FAMILY ENDOWMENT PARTNERS, LP

Map pinNEWTON, MA
Phone617.431.2276
NotebookSEC #801-70225
Total AUM
$28M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
246 WALNUT STREET
302
NEWTON
MA 02460
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
617.431.2276

ReceiptFinancials

Total AUM
$28M
Accounts
15
Discretionary
$28M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CADEFLMAMDNJNYPATX

HandshakeAffiliates

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

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