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Building 2EVER GREEN WEALTH MANAGEMENT, LLC

Map pinPITTSFORD, NY
Phone585-727-0736
NotebookSEC #801-113556
Total AUM
$15.2M
Employees
1
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1160A PITTSFORD VICTOR ROAD
PITTSFORD
NY 14534
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
585-727-0736
Other Offices
1

ReceiptFinancials

Total AUM
$15.2M
Accounts
41
Discretionary
$15.2M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$15.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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