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Building 2PEAK WEALTH MANAGEMENT

Map pinSARATOGA SPRINGS, NY
Phone518-441-2285
NotebookSEC #801-130972
Total AUM
$39M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 HIGH ROCK AVENUE
SUITE 104
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
518-441-2285
Other Offices
1

ReceiptFinancials

Total AUM
$39M
Accounts
127
Discretionary
$39M
Accounts
127
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$39M

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

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