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Building 2SIPPICAN CAPITAL ADVISORS

Map pinBOSTON, MA
Phone857-263-8101
NotebookSEC #801-71870
Total AUM
$175M
Employees
5
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HIGH ST., SUITE 1802
BOSTON
MA 02110-2704
United States
Operating Hours
9-5
Monday - Friday
Phone
857-263-8101

ReceiptFinancials

Total AUM
$175M
Accounts
150
Discretionary
$175M
Accounts
150
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
150
AUM
$137.5M
Charitable Organization Clients
1
AUM
$37.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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

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