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Building 2COHNREZNICK WEALTH ADVISORS LLC

Map pinNEW YORK, NY
Phone646-928-8050
NotebookSEC #801-120756
Total AUM
$0
Employees
12
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17 STATE ST
3320
NEW YORK
NY 10004
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
646-928-8050

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CTFLMANJNYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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