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Building 2OFC WEALTH MANAGEMENT

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Phone973-258-1007
NotebookSEC #801-130612
Total AUM
$182.8M
Employees
2
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
973-258-1007
Other Offices
2

ReceiptFinancials

Total AUM
$182.8M
Accounts
369
Discretionary
$182.8M
Accounts
369
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$30.5M
HNW Individual Clients
40
AUM
$148.5M
Charitable Organization Clients
1
AUM
$3.3M
Corporation or Business Clients
1
AUM
$593.6K

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
CALANJNYTX

HandshakeAffiliates

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

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