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Building 2NYE WEALTH MANAGEMENT LLC

Map pinHUDSON, OH
Phone(330) 656-0007
NotebookSEC #801-132608
Total AUM
$107.7M
Employees
5
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 SOUTH MAIN STREET
HUDSON
OH 44236
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(330) 656-0007

ReceiptFinancials

Total AUM
$107.7M
Accounts
225
Discretionary
$107.7M
Accounts
225
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$68.6M
HNW Individual Clients
25
AUM
$39.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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