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Building 2MUSSETT WEALTH MANAGEMENT, LLC

Map pinRENSSELAER, NY
Phone518-328-8104
NotebookSEC #801-109015
Total AUM
$110.4M
Employees
2
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
579 NORTH GREENBUSH ROAD
RENSSELAER
NY 12144
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
518-328-8104

ReceiptFinancials

Total AUM
$110.4M
Accounts
359
Discretionary
$107.8M
Accounts
355
Non-Discretionary
$2.7M
Accounts
4

ContactClients

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Individual Clients
68
AUM
$26.5M
HNW Individual Clients
27
AUM
$52.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
6
AUM
$30.1M
Charitable Organization Clients
2
AUM
$1.7M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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