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Building 2STEINBERGANNA WEALTH MANAGEMENT LLC

Map pinHUNTINGTON, NY
Phone631-271-6160
NotebookSEC #801-132680
Total AUM
$496.4M
Employees
3
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
76 NEW YORK AVENUE
SUITE 2
HUNTINGTON
NY 11743
United States
Operating Hours
9-5
Monday - Friday
Phone
631-271-6160

ReceiptFinancials

Total AUM
$496.4M
Accounts
664
Discretionary
$469.2M
Accounts
656
Non-Discretionary
$27.2M
Accounts
8

ContactClients

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Individual Clients
152
AUM
$43.3M
HNW Individual Clients
107
AUM
$425.9M
Pension/Profit Sharing Plan Clients
8
AUM
$27.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNHNJNYSCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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