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Building 2MERKKURI WEALTH ADVISORS LLC

Map pinJERICHO, NY
Phone516-268-3446
NotebookSEC #801-129728
Total AUM
$204.1M
Employees
7
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 JERICHO TURNPIKE
SUITE 211
JERICHO
NY 11753
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
516-268-3446

ReceiptFinancials

Total AUM
$204.1M
Accounts
601
Discretionary
$201.8M
Accounts
600
Non-Discretionary
$2.3M
Accounts
1

ContactClients

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Individual Clients
180
AUM
$39.7M
HNW Individual Clients
29
AUM
$86.4M
Pension/Profit Sharing Plan Clients
65
AUM
$57.5M
Corporation or Business Clients
12
AUM
$20.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYPATX

HandshakeAffiliates

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

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