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Building 2MOUNTAIN VIEW STRATEGIC WEALTH, LLC

Map pinHOPEWELL JUNCTION, NY
Phone845-834-4343
NotebookSEC #801-130118
Total AUM
$62.5M
Employees
2
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 NORTH DRIVE
I.PARK SUITE 103
HOPEWELL JUNCTION
NY 12533
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
845-834-4343
Other Offices
1

ReceiptFinancials

Total AUM
$62.5M
Accounts
343
Discretionary
$62.5M
Accounts
343
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
140
AUM
$32.4M
HNW Individual Clients
17
AUM
$30.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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