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Building 2YFP WEALTH

Map pinNEW ALBANY, OH
Phone614-618-5901
NotebookSEC #801-118236
Total AUM
$53.2M
Employees
7
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 E MAIN ST.
NEW ALBANY
OH 43054
United States
Operating Hours
9 AM - 6 PM
Monday - Friday
Phone
614-618-5901

ReceiptFinancials

Total AUM
$53.2M
Accounts
715
Discretionary
$53.2M
Accounts
715
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
221
AUM
$40.3M
HNW Individual Clients
9
AUM
$12.2M
Pension/Profit Sharing Plan Clients
2
AUM
$813.3K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGAILKYLAMAMDMINCNENHNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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

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