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Building 2RETIREWELL PLANS

Map pinMELVILLE, NY
Phone631-559-3404
NotebookSEC #801-128352
Total AUM
$34.3M
Employees
1
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
68 SOUTH SERVICE ROAD NY
MELVILLE
NY 11747
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Phone
631-559-3404
Other Offices
1

ReceiptFinancials

Total AUM
$34.3M
Accounts
207
Discretionary
$9.9M
Accounts
9
Non-Discretionary
$24.4M
Accounts
198

ContactClients

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Individual Clients
204
AUM
$22.8M
HNW Individual Clients
3
AUM
$11.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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