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Building 293 FINANCIAL GROUP, LLC

Map pinWOBURN, MA
Phone781-938-6361
NotebookSEC #801-78076
Total AUM
$899.7M
Employees
8
Clients
1,175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 UNICORN PARK DRIVE
WOBURN
MA 01801
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
781-938-6361

ReceiptFinancials

Total AUM
$899.7M
Accounts
2,466
Discretionary
$899.7M
Accounts
2,466
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
873
AUM
$380.7M
HNW Individual Clients
302
AUM
$518.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENCNHPARITXVA

HandshakeAffiliates

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

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