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Building 2N FINANCIAL PLANS

Map pinHUNTINGTON, NY
Phone631-629-1794
NotebookSEC #801-133967
Total AUM
$65.2M
Employees
1
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
179 NEW YORK AVENUE
2ND FLOOR
HUNTINGTON
NY 11743
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
631-629-1794

ReceiptFinancials

Total AUM
$65.2M
Accounts
280
Discretionary
$45.8M
Accounts
268
Non-Discretionary
$19.4M
Accounts
12

ContactClients

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Individual Clients
69
AUM
$20M
HNW Individual Clients
15
AUM
$25.8M
Pension/Profit Sharing Plan Clients
11
AUM
$11.1M
Insurance Company Clients
1
AUM
$8.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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