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Building 2BQS FINANCIAL ADVISORS, LLC

Map pinNEW YORK, NY
Phone917-939-0632
NotebookSEC #801-132993
Total AUM
$226.4M
Employees
7
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 FIFTH AVENUE
14TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
917-939-0632

ReceiptFinancials

Total AUM
$226.4M
Accounts
29
Discretionary
$226.4M
Accounts
29
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$650K
HNW Individual Clients
1
AUM
$12.7M
Pension/Profit Sharing Plan Clients
23
AUM
$213M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANJNMNVNYPA

HandshakeAffiliates

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

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