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Building 2JK PRIVATE WEALTH, LLC

Map pinGLASTONBURY, CT
Phone860-781-8341
NotebookSEC #801-129804
Total AUM
$156.4M
Employees
2
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
49 WELLES ST.
SUITE 204
GLASTONBURY
CT 06033
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
860-781-8341

ReceiptFinancials

Total AUM
$156.4M
Accounts
465
Discretionary
$156.4M
Accounts
465
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$13.4M
HNW Individual Clients
73
AUM
$143.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHTX

HandshakeAffiliates

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

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