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Building 2L&L PARTNERS WEALTH MANAGEMENT, LLC

Map pinSUFFERN, NY
Phone845-368-1103
NotebookSEC #801-111661
Total AUM
$81.8M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
74 LAFAYETTE AVENUE, SUITE 101
SUFFERN
NY 10901
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
845-368-1103

ReceiptFinancials

Total AUM
$81.8M
Accounts
165
Discretionary
$74M
Accounts
162
Non-Discretionary
$7.8M
Accounts
3

ContactClients

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Individual Clients
28
AUM
$8.9M
HNW Individual Clients
46
AUM
$54.2M
Pension/Profit Sharing Plan Clients
1
AUM
$5.4M
Charitable Organization Clients
1
AUM
$5.4M
Investment Advisor Clients
1
AUM
$7.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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