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TOMASETTI INVESTMENT GROUP, LLC
CRD 136442
75 SECOND AVENUE, SUITE 605, NEEDHAM, MA, 02494, United States
Phone
617-454-1200
Fax
617-454-1201
Registration
— (—)
Source
State registered
Total AUM
$60.6M
Discretionary AUM
$60.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $7.0M |
| High net worth individuals | 26 | $52.2M |
All web addresses on file
Official SEC filing: View on IAPD