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Building 2DEVONSHIRE ASSET MANAGEMENT, INC.

Map pinSTONEHAM, MA
Phone781-435-0063
NotebookSEC #801-71203
Total AUM
$54M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
92 MONTVALE AVE.
SUITE 4170
STONEHAM
MA 02180
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
781-435-0063

ReceiptFinancials

Total AUM
$54M
Accounts
115
Discretionary
$52.8M
Accounts
111
Non-Discretionary
$1.3M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANH

HandshakeAffiliates

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

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