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

Building 2BRENTON POINT WEALTH ADVISORS LLC

Map pinNEW YORK, NY
Phone212-451-1400
NotebookSEC #801-110114
Total AUM
$27.7M
Employees
18
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 THIRD AVENUE
NEW YORK
NY 10022
United States
Operating Hours
5-Sep
Monday - Friday
Phone
212-451-1400
Other Offices
1

ReceiptFinancials

Total AUM
$27.7M
Accounts
94
Discretionary
$22.1M
Accounts
64
Non-Discretionary
$5.6M
Accounts
30

ContactClients

View more in analytics →

Individual Clients
9
AUM
$16.7M
HNW Individual Clients
21
AUM
$11M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account