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Building 2RPG FAMILY WEALTH ADVISORY, LLC

Map pinBURLINGTON, MA
Phone(888) 285-8600
NotebookSEC #801-72631
Total AUM
$700.7M
Employees
21
Clients
600

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 BURLINGTON MALL ROAD
SUITE 404
BURLINGTON
MA 01803
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(888) 285-8600
Other Offices
4

ReceiptFinancials

Total AUM
$700.7M
Accounts
600
Discretionary
$686.9M
Accounts
597
Non-Discretionary
$13.8M
Accounts
3

ContactClients

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Individual Clients
404
AUM
$114.4M
HNW Individual Clients
133
AUM
$519.8M
Pension/Profit Sharing Plan Clients
6
AUM
$3.3M
Corporation or Business Clients
57
AUM
$63.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CACOCTFLGALAMAMDMEMIMONENHNJNYOKTNTXUTVT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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