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Building 2BAJA WEALTH ADVISORS LLC

Map pinNEW YORK, NY
Phone212-850-4260
NotebookSEC #801-111997
Total AUM
$72.6M
Employees
6
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 PARK AVENUE
16TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-850-4260

ReceiptFinancials

Total AUM
$72.6M
Accounts
14
Discretionary
$20.8M
Accounts
4
Non-Discretionary
$51.8M
Accounts
10

ContactClients

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Individual Clients
6
AUM
$3M
HNW Individual Clients
6
AUM
$52.3M
Corporation or Business Clients
2
AUM
$17.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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