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Building 2THE DE BURLO GROUP, INC.

Map pinBOSTON, MA
Phone617-482-0275
NotebookSEC #801-71288
Total AUM
$1.1B
Employees
6
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 FEDERAL ST. 8TH FLOOR
BOSTON
MA 02110-2509
United States
Operating Hours
8:00A.M.-5:00P.M.
Monday - Friday
Phone
617-482-0275

ReceiptFinancials

Total AUM
$1.1B
Accounts
113
Discretionary
$1.1B
Accounts
113
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$11.9M
HNW Individual Clients
51
AUM
$172.3M
Charitable Organization Clients
17
AUM
$51.3M
Government Entity Clients
4
AUM
$897.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHPAVT

HandshakeAffiliates

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

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