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Building 2MARIDEA WEALTH MANAGEMENT

Map pinBROOKLYN, NY
Phone347-289-5227
NotebookSEC #801-129360
Total AUM
$958.7M
Employees
48
Clients
1,556

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 KENT AVENUE
SUITE 401
BROOKLYN
NY 11249
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
347-289-5227
Other Offices
18

ReceiptFinancials

Total AUM
$958.7M
Accounts
4,904
Discretionary
$933.7M
Accounts
4,903
Non-Discretionary
$25M
Accounts
1

ContactClients

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Individual Clients
805
AUM
$523.9M
HNW Individual Clients
725
AUM
$409.4M
Pension/Profit Sharing Plan Clients
1
AUM
$25M
Corporation or Business Clients
25
AUM
$430.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMEMINCNENJNMNYORTXWV

HandshakeAffiliates

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

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