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Building 2JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Map pinBOSTON, MA
Phone617-572-0109
NotebookSEC #801-80927
Total AUM
$2.2B
Employees
149
Clients
35,589

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 BERKELEY STREET
BOSTON
MA 02116
United States
Operating Hours
8:30 A.M. UNTIL 5:00 P.M.
Monday - Friday
Phone
617-572-0109
Other Offices
7

ReceiptFinancials

Total AUM
$2.2B
Accounts
35,589
Discretionary
$2.2B
Accounts
35,589
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35,247
AUM
$1.8B
HNW Individual Clients
342
AUM
$411.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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