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Building 2DERRYRUSH WEALTH

Map pinWEST SAYVILLE, NY
Phone(631) 275-4885
NotebookSEC #801-134487
Total AUM
$25.8M
Employees
1
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
93 MAIN STREET, SUITE 2C
WEST SAYVILLE
NY 11796
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(631) 275-4885

ReceiptFinancials

Total AUM
$25.8M
Accounts
72
Discretionary
$24.1M
Accounts
71
Non-Discretionary
$1.7M
Accounts
1

ContactClients

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Individual Clients
18
AUM
$3.4M
HNW Individual Clients
12
AUM
$20.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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