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Building 2AVRIO WEALTH LLC

Map pinNEW YORK, NY
Phone(646) 825-3957
NotebookSEC #801-134128
Total AUM
$27.3M
Employees
3
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
745 5TH AVE,
#500
NEW YORK
NY 10151
United States
Operating Hours
9 AM - 5 PM
BY APPOINTMENT
Phone
(646) 825-3957

ReceiptFinancials

Total AUM
$27.3M
Accounts
82
Discretionary
$19.2M
Accounts
47
Non-Discretionary
$8.1M
Accounts
35

ContactClients

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HNW Individual Clients
35
AUM
$27.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING ESTATE PLANNING INSURANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSURANCE PREMIMUMS

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 1 other business.

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