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Building 2U.S. WEALTH CAPITAL ADVISORS, LLC

Map pinWOODBURY, NY
Phone516-682-9800
NotebookSEC #801-114755
Total AUM
$3.4M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7600 JERICHO TURNPIKE
SUITE 303
WOODBURY
NY 11797
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
516-682-9800
Other Offices
1

ReceiptFinancials

Total AUM
$3.4M
Accounts
1
Discretionary
$3.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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