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Building 2APS WEALTH MANAGEMENT, LLC

Map pinMELVILLE, NY
Phone(516) 228-8444
NotebookSEC #801-114000
Total AUM
$311.5M
Employees
9
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 HUNTINGTON QUADRANGLE
SUITE 3N03
MELVILLE
NY 11747
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(516) 228-8444

ReceiptFinancials

Total AUM
$311.5M
Accounts
326
Discretionary
$153.9M
Accounts
234
Non-Discretionary
$157.6M
Accounts
92

ContactClients

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Individual Clients
51
AUM
$18.1M
HNW Individual Clients
32
AUM
$102.1M
Pension/Profit Sharing Plan Clients
90
AUM
$188.8M
Insurance Company Clients
7
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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

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