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Building 23D WEALTH RIA, LLC

Map pinLOCUST VALLEY, NY
Phone516-759-3900
NotebookSEC #801-111887
Total AUM
$12.5M
Employees
5
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
152 FOREST AVE.
LOCUST VALLEY
NY 11560
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
516-759-3900
Other Offices
1

ReceiptFinancials

Total AUM
$12.5M
Accounts
25
Discretionary
$12.5M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$12.5M
Corporation or Business Clients
2
AUM
$5K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NYSD

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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