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Building 2WEALTHGAP

Map pin
Phone917-831-0242
NotebookSEC #801-117553
Total AUM
$40.7K
Employees
1
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10AM-6PM
Monday - Friday
Phone
917-831-0242

ReceiptFinancials

Total AUM
$40.7K
Accounts
28
Discretionary
$40.7K
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$40.7K

Briefcase businessServices

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Services Offered
Individual 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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