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Building 2SPRING STREET WEALTH

Map pinNEW YORK, NY
Phone917-695-9535
NotebookSEC #801-134598
Total AUM
$26.4M
Employees
1
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 AVENUE OF THE AMERICAS
9TH FLOOR OFFICE 905
NEW YORK
NY 10013
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
917-695-9535

ReceiptFinancials

Total AUM
$26.4M
Accounts
76
Discretionary
$24.4M
Accounts
74
Non-Discretionary
$2M
Accounts
2

ContactClients

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Individual Clients
13
AUM
$4.4M
HNW Individual Clients
15
AUM
$22M
Pension/Profit Sharing Plan Clients
2
AUM
$40K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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