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Building 2MANENTIA WEALTH CONSULTING INC.

Map pinGREAT NECK, NY
Phone775-237-8852
NotebookSEC #801-131380
Total AUM
$45.2M
Employees
6
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
185 GREAT NECK ROAD
SUITE 451
GREAT NECK
NY 11021
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
775-237-8852
Other Offices
2

ReceiptFinancials

Total AUM
$45.2M
Accounts
13
Discretionary
$2.2M
Accounts
10
Non-Discretionary
$43M
Accounts
3

ContactClients

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Individual Clients
7
AUM
$1.6M
HNW Individual Clients
1
AUM
$585.4K
Investment Advisor Clients
1
AUM
$43M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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