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Building 2GPS FINANCIAL, LLC

Map pinPITTSFORD, NY
Phone585-598-9111
NotebookSEC #801-112019
Total AUM
$77.3M
Employees
2
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 SULLYS TRAIL
SUITE 8A
PITTSFORD
NY 14534
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
585-598-9111

ReceiptFinancials

Total AUM
$77.3M
Accounts
563
Discretionary
$77.3M
Accounts
563
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
249
AUM
$60.2M
HNW Individual Clients
14
AUM
$17.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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