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Building 2BOSTON STANDARD WEALTH MANAGEMENT, LLC

Map pinWINCHESTER, MA
Phone(781) 721-0072
NotebookSEC #801-72493
Total AUM
$60.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 CHURCH ST. #3
WINCHESTER
MA 01890
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(781) 721-0072

ReceiptFinancials

Total AUM
$60.8M
Accounts
972
Discretionary
$60.8M
Accounts
972
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CALAMANHNYTX

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

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