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Building 2BAYSTATE WEALTH MANAGEMENT

Map pinBOSTON, MA
Phone617-585-4500
NotebookSEC #801-70686
Total AUM
$1.5M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CLARENDON STREET
19TH FLOOR
BOSTON
MA 02116
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
617-585-4500

ReceiptFinancials

Total AUM
$1.5M
Accounts
1
Discretionary
$1.5M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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