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Building 2DAINTREE ADVISORS LLC

Map pinBOSTON, MA
Phone617-848-3410
NotebookSEC #801-71166
Total AUM
$1.3B
Employees
27
Clients
266

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 HIGH STREET
SUITE 1110
BOSTON
MA 02110-1781
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-848-3410
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,386
Discretionary
$1.3B
Accounts
1,348
Non-Discretionary
$21.5M
Accounts
38

ContactClients

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HNW Individual Clients
266
AUM
$1.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TRUST SERVICES/ADMINISTRATIVE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILINKYMAMENHNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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