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Building 2COLUCCI WEALTH MANAGEMENT LLC

Map pinBRIGHTWATERS, NY
Phone212-763-4840
NotebookSEC #801-134725
Total AUM
$80.8M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 ORINOCO DR., #1
BRIGHTWATERS
NY 11718
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-763-4840

ReceiptFinancials

Total AUM
$80.8M
Accounts
93
Discretionary
$80.8M
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$2.7M
HNW Individual Clients
22
AUM
$78.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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