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Building 2MARSTONE LLC

Map pinPROVIDENCE, RI
Phone212.203.7790
NotebookSEC #801-78264
Total AUM
$2.8M
Employees
21
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 PARSONAGE STREET
#110
PROVIDENCE
RI 02903
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212.203.7790

ReceiptFinancials

Total AUM
$2.8M
Accounts
180
Discretionary
$2.8M
Accounts
180
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
139
AUM
$2M
Investment Advisor Clients
3
AUM
$827.1K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLKSNJNYTXVA

HandshakeAffiliates

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

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