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Building 2WEALTHIE ADVISORS

Map pinBROOKLYN, NY
Phone(718) 550-1401
NotebookSEC #801-135205
Total AUM
$18.1K
Employees
2
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
195 BROADWAY
4TH FLOOR, SUITE 442
BROOKLYN
NY 11211
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(718) 550-1401

ReceiptFinancials

Total AUM
$18.1K
Accounts
62
Discretionary
$18.1K
Accounts
62
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$18.1K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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

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