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Building 2STRATTON LAMB ADVISORS LLC

Map pin
Phone617-269-4410
NotebookSEC #801-80587
Total AUM
$85M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00A.M. TO 5:00P.M.
Monday - Friday
Phone
617-269-4410

ReceiptFinancials

Total AUM
$85M
Accounts
67
Discretionary
$85M
Accounts
67
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$787.3K
HNW Individual Clients
10
AUM
$84.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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