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

Building 2WILLOW

Map pinPITTSFIELD, MA
Phone413-236-2980
NotebookSEC #801-70407
Total AUM
$132.4M
Employees
4
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 HAWTHORNE AVENUE
PITTSFIELD
MA 01201
United States
Operating Hours
8:30 - 4:15
Monday - Friday
Phone
413-236-2980
Other Offices
1

ReceiptFinancials

Total AUM
$132.4M
Accounts
457
Discretionary
$132.4M
Accounts
457
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
162
AUM
$37.4M
HNW Individual Clients
93
AUM
$92.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$462.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account