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Building 2NEW AMSTERDAM WEALTH PLANNING

Map pin
Phone917-647-5698
NotebookSEC #801-119239
Total AUM
$44.4M
Employees
1
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30 TO 6:00
Monday - Friday
Phone
917-647-5698

ReceiptFinancials

Total AUM
$44.4M
Accounts
92
Discretionary
$0
Accounts
0
Non-Discretionary
$44.4M
Accounts
92

ContactClients

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Individual Clients
11
AUM
$4.3M
HNW Individual Clients
27
AUM
$40.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYPATX

HandshakeAffiliates

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

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