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Building 2TIMESCALE FINANCIAL, INC.

Map pinDANVERS, MA
Phone(978) 777-3116
NotebookSEC #801-87168
Total AUM
$717.3M
Employees
20
Clients
1,000

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 ROSEWOOD DRIVE
2ND FLOOR
DANVERS
MA 01923
United States
Operating Hours
8:00AM TO 5:00PM AND BY APPOINTMENT
Monday - Friday
Phone
(978) 777-3116
Other Offices
1

ReceiptFinancials

Total AUM
$717.3M
Accounts
2,447
Discretionary
$711.8M
Accounts
2,432
Non-Discretionary
$5.5M
Accounts
15

ContactClients

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Individual Clients
226
AUM
$248.8M
HNW Individual Clients
756
AUM
$455.8M
Pension/Profit Sharing Plan Clients
5
AUM
$1.6M
Charitable Organization Clients
5
AUM
$6.5M
Corporation or Business Clients
8
AUM
$4.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDEFLMAMDMENHNJNYPARITXVA

HandshakeAffiliates

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

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