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Building 2THINKSHOP ADVISORS LLC

Map pinMELVILLE, NY
Phone631-515-6129
NotebookSEC #801-121897
Total AUM
$25.7M
Employees
3
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 BROADHOLLOW ROAD
SUITE 207
MELVILLE
NY 11747
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
631-515-6129

ReceiptFinancials

Total AUM
$25.7M
Accounts
5
Discretionary
$25.7M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$235.4K
HNW Individual Clients
3
AUM
$4.3M
Pooled Vehicle Clients
1
AUM
$21.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERFORMANCE-BASED ALLOCATIONS

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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