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Building 2GL INVESTMENT SERVICES, LLC

Map pinWALTHAM, MA
Phone866-848-6970
NotebookSEC #801-71436
Total AUM
$133.7M
Employees
80
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 FIFTH AVE.
6TH FLOOR
WALTHAM
MA 02451
United States
Operating Hours
9AM-5:30PM
Monday - Friday
Phone
866-848-6970

ReceiptFinancials

Total AUM
$133.7M
Accounts
287
Discretionary
$130.9M
Accounts
241
Non-Discretionary
$2.8M
Accounts
46

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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