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Building 2HV CAPITAL MANAGEMENT

Map pinMONTGOMERY, NY
Phone845-655-4826
NotebookSEC #801-134910
Total AUM
$71.5M
Employees
4
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2134 STATE ROUTE 208
SUITE 4
MONTGOMERY
NY 12549
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
845-655-4826

ReceiptFinancials

Total AUM
$71.5M
Accounts
114
Discretionary
$71.5M
Accounts
114
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$13.5M
HNW Individual Clients
16
AUM
$40M
Pension/Profit Sharing Plan Clients
2
AUM
$11.8M
Charitable Organization Clients
1
AUM
$193.7K
Corporation or Business Clients
4
AUM
$6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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