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Building 2IMPERITY WEALTH ALLIANCE LLC

Map pinMELVILLE, NY
Phone800-203-2702
NotebookSEC #801-134870
Total AUM
$139.7M
Employees
14
Clients
365

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
445 BROADHOLLOW ROAD
SUITE 203
MELVILLE
NY 11747
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
800-203-2702
Other Offices
2

ReceiptFinancials

Total AUM
$139.7M
Accounts
574
Discretionary
$139.7M
Accounts
574
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
339
AUM
$95.3M
HNW Individual Clients
24
AUM
$40.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.5M
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILLAMAMDNCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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