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Building 2FULHAM & CO

Map pinWELLESLEY, MA
Phone781-235-2266
NotebookSEC #801-74066
Total AUM
$200.2M
Employees
11
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
593 WASHINGTON STREET
WELLESLEY
MA 02482
United States
Operating Hours
8:30 AM TO 6:00 PM
Monday - Friday
Phone
781-235-2266
Other Offices
1

ReceiptFinancials

Total AUM
$200.2M
Accounts
8
Discretionary
$200.2M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$200.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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