1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SEASONS OF ADVICE WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-977-3111
NotebookSEC #801-108717
Total AUM
$675.5M
Employees
18
Clients
745

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 WEST 45TH STREET
14TH FLOOR
NEW YORK
NY 10036
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
212-977-3111
Other Offices
1

ReceiptFinancials

Total AUM
$675.5M
Accounts
2,313
Discretionary
$647.7M
Accounts
2,240
Non-Discretionary
$27.7M
Accounts
73

ContactClients

View more in analytics →

Individual Clients
540
AUM
$181.9M
HNW Individual Clients
205
AUM
$493.6M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLILMAMDNJNYPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account