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Building 2ICW HOLDINGS, LLC

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Phone347-413-4750
NotebookSEC #801-128614
Total AUM
$136.2M
Employees
7
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM ET
Monday - Friday
Phone
347-413-4750
Other Offices
1

ReceiptFinancials

Total AUM
$136.2M
Accounts
57
Discretionary
$64.4M
Accounts
53
Non-Discretionary
$71.8M
Accounts
4

ContactClients

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Individual Clients
1
AUM
$35.9K
HNW Individual Clients
24
AUM
$25.3M
Pooled Vehicle Clients
1
AUM
$67.7M
Charitable Organization Clients
1
AUM
$11.3M
Corporation or Business Clients
11
AUM
$31.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

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Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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