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Building 2RENAISSANCE INVESTMENT GROUP, LLC

Map pinLENOX, MA
Phone413-445-2481
NotebookSEC #801-71391
Total AUM
$726.1M
Employees
9
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 WALKER STREET
LENOX
MA 01240
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
413-445-2481

ReceiptFinancials

Total AUM
$726.1M
Accounts
595
Discretionary
$707.4M
Accounts
589
Non-Discretionary
$18.7M
Accounts
6

ContactClients

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Individual Clients
123
AUM
$101.9M
HNW Individual Clients
131
AUM
$547.9M
Banking Clients
1
AUM
$26.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
11
AUM
$43.6M
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMANCNHNYTX

HandshakeAffiliates

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Affiliates
Reported 25 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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