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DONAL FIDUCIARIES
CRD 292848
546 EAST BROADWAY, GROUND FLOOR, SOUT BOSTON, MA, 02127, United States
Phone
617-513-4905
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2025-08-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.0M |
Official SEC filing: View on IAPD