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Building 2MPM ADVISORS GROUP LLC

Map pinLIVERPOOL, NY
Phone315-461-0414
NotebookSEC #801-134410
Total AUM
$116.1M
Employees
3
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 FERN HOLLOW DRIVE
LIVERPOOL
NY 13088
United States
Operating Hours
8:30AM - 3:00PM
Monday - Friday
Phone
315-461-0414

ReceiptFinancials

Total AUM
$116.1M
Accounts
179
Discretionary
$116.1M
Accounts
179
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
154
AUM
$79.1M
HNW Individual Clients
23
AUM
$36M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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

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