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Building 2MANHATTAN WEALTH MANAGEMENT GROUP

Map pinNEW YORK, NY
Phone212-810-6961
NotebookSEC #801-134686
Total AUM
$40M
Employees
1
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
370 LEXINGTON AVENUE
SUITE 1512
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-810-6961

ReceiptFinancials

Total AUM
$40M
Accounts
123
Discretionary
$40M
Accounts
123
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$17.1M
HNW Individual Clients
12
AUM
$21.7M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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

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