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Building 2NOTTINGHAM WEALTH PARTNERS, INC.

Map pinSYRACUSE, NY
Phone561-472-2312
NotebookSEC #801-120561
Total AUM
$80.5M
Employees
7
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 BUTTERNUT DR.
SYRACUSE
NY 13214
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
561-472-2312
Other Offices
4

ReceiptFinancials

Total AUM
$80.5M
Accounts
299
Discretionary
$80.5M
Accounts
299
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
126
AUM
$47.3M
HNW Individual Clients
16
AUM
$33.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYTXVT

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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