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Building 2TRUE LIVING FINANCIAL

Map pinSARATOGA SPRINGS, NY
Phone518-364-7899
NotebookSEC #801-127926
Total AUM
$30.9M
Employees
1
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HIGH ROCK AVENUE
SUITE 205
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
518-364-7899

ReceiptFinancials

Total AUM
$30.9M
Accounts
104
Discretionary
$30.9M
Accounts
104
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$1.1M
HNW Individual Clients
31
AUM
$29.7M
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION AND MONITORING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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