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Building 2RSD ADVISORS

Map pin
Phone347-689-2237
NotebookSEC #801-125917
Total AUM
$78.1M
Employees
1
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
347-689-2237

ReceiptFinancials

Total AUM
$78.1M
Accounts
65
Discretionary
$76.9M
Accounts
64
Non-Discretionary
$1.2M
Accounts
1

ContactClients

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Individual Clients
11
AUM
$4.3M
HNW Individual Clients
15
AUM
$72.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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