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

Building 2WEST BRANCH CAPITAL LLC

Map pinHINGHAM, MA
Phone781-556-1035
NotebookSEC #801-70326
Total AUM
$59.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 DERBY STREET
SUITE 200
HINGHAM
MA 02043
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
781-556-1035

ReceiptFinancials

Total AUM
$59.9M
Accounts
80
Discretionary
$58.6M
Accounts
79
Non-Discretionary
$1.2M
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account