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Building 2CHEMISTRY WEALTH MANAGEMENT LLC

Map pinNEW YORK, NY
Phone(212) 970-8900
NotebookSEC #801-122166
Total AUM
$1.3B
Employees
11
Clients
560

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 BROADWAY
SUITE 1801
NEW YORK
NY 10006
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(212) 970-8900
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,970
Discretionary
$1.3B
Accounts
1,957
Non-Discretionary
$11.1M
Accounts
13

ContactClients

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Individual Clients
227
AUM
$61.4M
HNW Individual Clients
331
AUM
$1.2B
Charitable Organization Clients
1
AUM
$691.1K
Corporation or Business Clients
1
AUM
$5.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILLAMANHNJNMNYPATX

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

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