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Building 2FLFS ADVISORY LLC

Map pinVICTOR, NY
Phone585-586-2600
NotebookSEC #801-132387
Total AUM
$161.5M
Employees
5
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 LASALLE PARKWAY
VICTOR
NY 14564
United States
Operating Hours
9-5
Monday - Friday
Phone
585-586-2600

ReceiptFinancials

Total AUM
$161.5M
Accounts
312
Discretionary
$161.5M
Accounts
312
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$41.8M
HNW Individual Clients
35
AUM
$111.4M
Pension/Profit Sharing Plan Clients
1
AUM
$983.4K
Charitable Organization Clients
7
AUM
$7.3M
Corporation or Business Clients
1
AUM
$83.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNY

HandshakeAffiliates

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

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