TWIN FOCUS CAPITAL PARTNERS, LLC

75 Park Plaza
Second Floor
Boston, Massachusetts 02116
Tel: 617-720-4500

About TWIN FOCUS CAPITAL PARTNERS, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC, formally registered with the SEC as TWIN FOCUS CAPITAL PARTNERS, LLC. The firm was established in 05/23/2006. They have over 2 offices throughout the country.

TWIN FOCUS CAPITAL PARTNERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $3,585,714,962 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140522
SEC#	801-66717
Assets Managed by Firm	$3,585,714,962
No. of Clients	71
No. of Advisors	37

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	71	$3,585,714,962
Individuals (other than high net worth individuals)	4	$2,880,674
High net worth individuals	66	$3,520,962,185

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