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Building 2NEU WEALTH GROUP

Map pin
Phone516-695-2844
NotebookSEC #801-134674
Total AUM
$291.8M
Employees
2
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
516-695-2844

ReceiptFinancials

Total AUM
$291.8M
Accounts
399
Discretionary
$291.8M
Accounts
399
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$30M
HNW Individual Clients
39
AUM
$252.1M
Pension/Profit Sharing Plan Clients
8
AUM
$8.4M
Charitable Organization Clients
3
AUM
$1.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYOHTX

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

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