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Building 2WALNUT INVESTMENT SERVICES LLC

Map pinBROOKLYN, NY
Phone718-788-1972
NotebookSEC #801-128864
Total AUM
$94M
Employees
2
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1018 8TH AVENUE
BROOKLYN
NY 11215
United States
Operating Hours
9 - 5:30
Monday - Friday
Phone
718-788-1972

ReceiptFinancials

Total AUM
$94M
Accounts
308
Discretionary
$94M
Accounts
308
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
175
AUM
$41.8M
HNW Individual Clients
18
AUM
$48.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.6M
Corporation or Business Clients
5
AUM
$1.1M

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
FLNJNY

HandshakeAffiliates

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

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