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Building 2MAIDSTONE WEALTH MANAGEMENT, LLC

Map pinCAMBRIDGE, NY
Phone518-677-7358
NotebookSEC #801-133919
Total AUM
$27.4M
Employees
1
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 EAST MAIN STREET
SUITE B
CAMBRIDGE
NY 12816
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
518-677-7358

ReceiptFinancials

Total AUM
$27.4M
Accounts
32
Discretionary
$27.4M
Accounts
32
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$7.4M
HNW Individual Clients
15
AUM
$20M

Briefcase businessServices

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

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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