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Building 2DECISIONAL WEALTH ADVISORS LLC

Map pinROCHESTER, NY
Phone585-662-3123
NotebookSEC #801-128128
Total AUM
$12.5M
Employees
2
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
160 LINDEN OAKS
ROCHESTER
NY 14625
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
585-662-3123
Other Offices
1

ReceiptFinancials

Total AUM
$12.5M
Accounts
43
Discretionary
$12.5M
Accounts
43
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$7M
HNW Individual Clients
5
AUM
$5.5M

Briefcase businessServices

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

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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