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Building 2STASH WEALTH, LLC

Map pinNEW YORK, NY
Phone212-913-9904
NotebookSEC #801-129335
Total AUM
$51.7M
Employees
3
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 BROAD STREET
17TH FLOOR
NEW YORK
NY 10004
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
212-913-9904

ReceiptFinancials

Total AUM
$51.7M
Accounts
551
Discretionary
$51.7M
Accounts
551
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
174
AUM
$51.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NON-INVESTMENT ADVISORY RELATED REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOGAILMDNJNYTXVA

HandshakeAffiliates

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

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