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Building 2EVER GREEN WEALTH MANAGEMENT, LLC

Map pinVICTOR, NY
Phone585-742-0271
NotebookSEC #801-117694
Total AUM
$80.3M
Employees
1
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6535 ANTHONY DRIVE
SUITE A
VICTOR
NY 14564
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
585-742-0271

ReceiptFinancials

Total AUM
$80.3M
Accounts
648
Discretionary
$80.3M
Accounts
648
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
351
AUM
$68M
HNW Individual Clients
12
AUM
$12.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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