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Building 2STASH WEALTH, LLC

Map pin
Phone212-913-9904
NotebookSEC #801-110451
Total AUM
$18.7M
Employees
3
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM -4:30PM
Monday - Friday
Phone
212-913-9904

ReceiptFinancials

Total AUM
$18.7M
Accounts
531
Discretionary
$18.7M
Accounts
531
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
188
AUM
$18.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NON-INVESTMENT ADVISORY RELATED REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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