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Building 2SFM, LLC

Map pinMANCHESTER, NH
Phone603-625-8400
NotebookSEC #801-79426
Total AUM
$403.2M
Employees
6
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 FRONT STREET
MANCHESTER
NH 03102
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
603-625-8400

ReceiptFinancials

Total AUM
$403.2M
Accounts
806
Discretionary
$403.2M
Accounts
806
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
147
AUM
$51M
HNW Individual Clients
100
AUM
$343M
Pension/Profit Sharing Plan Clients
11
AUM
$8.8M
Corporation or Business Clients
1
AUM
$369.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/Dishonesty
State Registrations
CAFLMAMENHVT

HandshakeAffiliates

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

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