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Building 2LIFE PLANNING ALLIANCE, LLC

Map pinPURCHASE, NY
Phone877-780-0074
NotebookSEC #801-113434
Total AUM
$26M
Employees
5
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 WESTCHESTER AVENUE
SUITE 210
PURCHASE
NY 10577
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
877-780-0074

ReceiptFinancials

Total AUM
$26M
Accounts
38
Discretionary
$26M
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$401K
HNW Individual Clients
6
AUM
$25.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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