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Building 2MONTHIE WEALTH ADVISORS

Map pinLATHAM, NY
Phone518-786-3534
NotebookSEC #801-130618
Total AUM
$71.1M
Employees
2
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
623 NEW LOUDON ROAD
LATHAM
NY 12110
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
518-786-3534

ReceiptFinancials

Total AUM
$71.1M
Accounts
285
Discretionary
$71.1M
Accounts
285
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$34.8M
HNW Individual Clients
40
AUM
$36.3M

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
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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