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Building 2LEO WEALTH MANAGEMENT, LLC

Map pinSTATEN ISLAND, NY
Phone201-951-6828
NotebookSEC #801-134141
Total AUM
$33M
Employees
1
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 SOUTH AVENUE
EXECUTIVE SUITES
STATEN ISLAND
NY 10314
United States
Operating Hours
9:00 TO 5:00 (ET)
Monday - Friday
Phone
201-951-6828

ReceiptFinancials

Total AUM
$33M
Accounts
135
Discretionary
$33M
Accounts
135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$17.3M
HNW Individual Clients
10
AUM
$15.6M
Corporation or Business Clients
1
AUM
$135K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNY

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

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