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Building 2COVE PRIVATE WEALTH, LLC

Map pinOYSTER BAY, NY
Phone516-588-1123
NotebookSEC #801-122756
Total AUM
$455.5M
Employees
2
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 YELLOW COTE RD.
OYSTER BAY
NY 11771
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
516-588-1123
Other Offices
1

ReceiptFinancials

Total AUM
$455.5M
Accounts
95
Discretionary
$455.5M
Accounts
95
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
92
AUM
$446.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Charitable Organization Clients
1
AUM
$5.5M
Corporation or Business Clients
1
AUM
$101.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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