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Building 2FIDUCIARY WEALTH PARTNERS, LLC

Map pinNEWTON LOWER FALLS, MA
Phone617-602-1900
NotebookSEC #801-73067
Total AUM
$1.5B
Employees
10
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2310 WASHINGTON STREET
3RD FLOOR
NEWTON LOWER FALLS
MA 02462
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
617-602-1900

ReceiptFinancials

Total AUM
$1.5B
Accounts
492
Discretionary
$1.3B
Accounts
294
Non-Discretionary
$201M
Accounts
198

ContactClients

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HNW Individual Clients
109
AUM
$1.3B
Charitable Organization Clients
7
AUM
$222.5M
Corporation or Business Clients
1
AUM
$6.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMINHNY

HandshakeAffiliates

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

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