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Building 21230 ADVISORS, LLC

Map pinPOUND RIDGE, NY
Phone(917) 692-1095
NotebookSEC #801-120771
Total AUM
$106.2M
Employees
1
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 AUTUMN RIDGE ROAD
POUND RIDGE
NY 10576
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
(917) 692-1095

ReceiptFinancials

Total AUM
$106.2M
Accounts
78
Discretionary
$68.5M
Accounts
41
Non-Discretionary
$37.7M
Accounts
37

ContactClients

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Individual Clients
12
AUM
$8.2M
HNW Individual Clients
18
AUM
$98M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

HandshakeAffiliates

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

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