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Building 2DARK HORSE WEALTH LLC

Map pinCAZENOVIA, NY
Phone315-559-2834
NotebookSEC #801-132392
Total AUM
$36.6M
Employees
1
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
51 ALBANY ST 2ND FL
CAZENOVIA
NY 13035
United States
Operating Hours
9:30 AM - 3 PM BY APPOINTMENT
Monday - Friday
Phone
315-559-2834

ReceiptFinancials

Total AUM
$36.6M
Accounts
173
Discretionary
$36.6M
Accounts
173
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$22M
HNW Individual Clients
10
AUM
$13.5M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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