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Building 2VIABLE

Map pin
Phone888-842-2295
NotebookSEC #801-130160
Total AUM
$214.2M
Employees
6
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
888-842-2295
Other Offices
1

ReceiptFinancials

Total AUM
$214.2M
Accounts
645
Discretionary
$214.2M
Accounts
645
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
150
AUM
$34.7M
HNW Individual Clients
49
AUM
$126M
Pension/Profit Sharing Plan Clients
7
AUM
$53.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATNTX

HandshakeAffiliates

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

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