1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GUIDE WEALTH MANAGEMENT

Map pin
Phone646-450-1001
NotebookSEC #801-129937
Total AUM
$42.1M
Employees
2
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-6PM
BY APPOINTMENT ONLY
Phone
646-450-1001
Other Offices
1

ReceiptFinancials

Total AUM
$42.1M
Accounts
183
Discretionary
$42.1M
Accounts
183
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
21
AUM
$6.9M
HNW Individual Clients
16
AUM
$35.2M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account