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Building 2BRANCHES + ROOTS INVESTMENT MANAGEMENT

Map pinSARATOGA SPRINGS, NY
Phone518-633-1158
NotebookSEC #801-132067
Total AUM
$0
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
92 CONGRESS STREET
SECOND FLOOR
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
518-633-1158

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

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

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