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Building 2ONEWELTH INC

Map pinNEW YORK, NY
Phone212-750-0718
NotebookSEC #801-127559
Total AUM
$101.9M
Employees
2
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 PARK AVE
2ND FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-750-0718
Other Offices
1

ReceiptFinancials

Total AUM
$101.9M
Accounts
7
Discretionary
$57.6M
Accounts
4
Non-Discretionary
$44.3M
Accounts
3

ContactClients

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HNW Individual Clients
1
AUM
$9.3M
Corporation or Business Clients
6
AUM
$92.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE; SPV CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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