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Building 2BASSAM WEALTH MANAGEMENT, LLC

Map pinPALM BEACH, FL
Phone(561) 494-6391
NotebookSEC #801-130321
Total AUM
$241M
Employees
3
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2875 SOUTH OCEAN BLVD
SUITE 200-28
PALM BEACH
FL 33480
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(561) 494-6391

ReceiptFinancials

Total AUM
$241M
Accounts
176
Discretionary
$118.2M
Accounts
171
Non-Discretionary
$122.7M
Accounts
5

ContactClients

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HNW Individual Clients
24
AUM
$209.1M
Pension/Profit Sharing Plan Clients
1
AUM
$31.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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