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Building 2LAIDLAW WEALTH MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-953-4910
NotebookSEC #801-112592
Total AUM
$108.1M
Employees
13
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 FIFTH AVE
12TH FLOOR
NEW YORK
NY 10175
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
212-953-4910
Other Offices
3

ReceiptFinancials

Total AUM
$108.1M
Accounts
245
Discretionary
$104.3M
Accounts
240
Non-Discretionary
$3.7M
Accounts
5

ContactClients

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Individual Clients
73
AUM
$22.4M
HNW Individual Clients
27
AUM
$73.8M
Charitable Organization Clients
1
AUM
$3.6M
Corporation or Business Clients
5
AUM
$2.9M
Other Clients
18
AUM
$5.4M
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
CAFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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