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Building 2SKM WEALTH MANAGEMENT, LLC

Map pin
Phone203-518-0329
NotebookSEC #801-133852
Total AUM
$18.7M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
203-518-0329

ReceiptFinancials

Total AUM
$18.7M
Accounts
41
Discretionary
$18.7M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$2.4M
HNW Individual Clients
11
AUM
$16.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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