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Building 2IPSWICH BAY ADVISORS

Map pinDANVERS, MA
Phone978-777-6554
NotebookSEC #801-71564
Total AUM
$33.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150A ANDOVER STREET
DANVERS
MA 01923
United States
Operating Hours
9:30AM TO 4:30PM
Monday - Friday
Phone
978-777-6554

ReceiptFinancials

Total AUM
$33.4M
Accounts
7
Discretionary
$0
Accounts
0
Non-Discretionary
$33.4M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

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

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