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Building 2QP GLOBAL FAMILY OFFICES, LLC

Map pinGREENWICH, CT
Phone646-828-8883
NotebookSEC #801-112913
Total AUM
$1B
Employees
9
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 EAST PUTNAM AVENUE
3RD FLOOR
GREENWICH
CT 06830
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
646-828-8883
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
243
Discretionary
$112M
Accounts
1
Non-Discretionary
$936M
Accounts
242

ContactClients

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HNW Individual Clients
10
AUM
$936M
Charitable Organization Clients
5
AUM
$112M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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