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Building 2FIRST STEP WEALTH PLANNING

Map pin
Phone(518) 893-1592
NotebookSEC #801-132772
Total AUM
$31.3M
Employees
1
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(518) 893-1592

ReceiptFinancials

Total AUM
$31.3M
Accounts
115
Discretionary
$31.3M
Accounts
115
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$5M
HNW Individual Clients
10
AUM
$26.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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