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Building 2PMC WEALTH, LLC

Map pinCLARENCE, NY
Phone716-406-0440
NotebookSEC #801-134265
Total AUM
$550K
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4624 GOODRICH ROAD
CLARENCE
NY 14031
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
716-406-0440

ReceiptFinancials

Total AUM
$550K
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$550K
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$550K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY MEMBERSHIP FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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