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Building 2PIANO WEALTH MANAGEMENT

Map pinVICTOR, NY
Phone(585) 204-0001
NotebookSEC #801-129483
Total AUM
$50.6M
Employees
1
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 FISHERS STATION DRIVE
VICTOR
NY 14564
United States
Operating Hours
9-5
Monday - Friday
Phone
(585) 204-0001

ReceiptFinancials

Total AUM
$50.6M
Accounts
96
Discretionary
$50.6M
Accounts
96
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$4.8M
HNW Individual Clients
26
AUM
$20.3M
Corporation or Business Clients
2
AUM
$25.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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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