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Building 2RLP WEALTH ADVISORS, LLC

Map pinRIDGEWOOD, NJ
Phone212-573-0400
NotebookSEC #801-111718
Total AUM
$476M
Employees
8
Clients
401

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 EAST RIDGEWOOD AVE
SUITE 205
RIDGEWOOD
NJ 07450
United States
Operating Hours
8:30 A.M. TO 5:00 P.M
Monday - Friday
Phone
212-573-0400
Other Offices
2

ReceiptFinancials

Total AUM
$476M
Accounts
875
Discretionary
$361.2M
Accounts
518
Non-Discretionary
$114.8M
Accounts
357

ContactClients

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Individual Clients
152
AUM
$39.3M
HNW Individual Clients
234
AUM
$428.6M
Pension/Profit Sharing Plan Clients
10
AUM
$5.4M
Charitable Organization Clients
1
AUM
$914.4K
Corporation or Business Clients
4
AUM
$1.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNY

HandshakeAffiliates

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

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