1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AAF WEALTH MANAGEMENT, LLC

Map pinWESTBOROUGH, MA
Phone508-366-9100
NotebookSEC #801-76885
Total AUM
$727.6M
Employees
10
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 WASHINGTON STREET
WESTBOROUGH
MA 01581
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
508-366-9100

ReceiptFinancials

Total AUM
$727.6M
Accounts
897
Discretionary
$580.4M
Accounts
873
Non-Discretionary
$147.3M
Accounts
24

ContactClients

View more in analytics →

Individual Clients
131
AUM
$66.5M
HNW Individual Clients
140
AUM
$491.4M
Pension/Profit Sharing Plan Clients
8
AUM
$106.4M
Charitable Organization Clients
12
AUM
$62.3M
Corporation or Business Clients
2
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNYRITX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account