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INVESTORS MOSAIC
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TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$148.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 148.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 168619 |
| SEC Number | 801-130393 |
| Phone | (617) 272-0006 |
| Total Employees | 2 |
Client Count by Type (33 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 23 |
| Individuals (other than H… | 6 |
| Charitable Organizations | 3 |
| Corporations/Businesses | 1 |
County data not available for this organization.