1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2JK PRIVATE WEALTH, LLC

Map pinGLASTONBURY, CT
Phone860-781-8341
NotebookSEC #801-117805
Total AUM
$39.7M
Employees
2
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
49 WELLES ST.
SUITE 204
GLASTONBURY
CT 06033
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
860-781-8341

ReceiptFinancials

Total AUM
$39.7M
Accounts
126
Discretionary
$39.7M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
42
AUM
$13.2M
HNW Individual Clients
27
AUM
$26.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNH

HandshakeAffiliates

View all affiliates →

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

Feature requires an account