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Building 2TRANSPARENT WEALTH CONSULTING LLC

Map pinNEW YORK, NY
Phone585-202-0305
NotebookSEC #801-111906
Total AUM
$42.8M
Employees
1
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 COBBLECREEK RD VICTOR
NEW YORK
NY 14564
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
585-202-0305

ReceiptFinancials

Total AUM
$42.8M
Accounts
178
Discretionary
$42.8M
Accounts
178
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
108
AUM
$27.7M
HNW Individual Clients
9
AUM
$15.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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

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