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Building 2DORADO WEALTH MANAGEMENT LLC

Map pin
Phone516-695-6114
NotebookSEC #801-126902
Total AUM
$268.8M
Employees
2
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
516-695-6114

ReceiptFinancials

Total AUM
$268.8M
Accounts
85
Discretionary
$41.3M
Accounts
73
Non-Discretionary
$227.5M
Accounts
12

ContactClients

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Individual Clients
62
AUM
$41.3M
HNW Individual Clients
6
AUM
$151.6M
Corporation or Business Clients
8
AUM
$75.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NVNYTX

HandshakeAffiliates

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

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