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Building 2GVS FINANCIAL GROUP, INC.

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Phone516-507-7955
NotebookSEC #801-135584
Total AUM
$118M
Employees
1
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
516-507-7955

ReceiptFinancials

Total AUM
$118M
Accounts
165
Discretionary
$89.4M
Accounts
140
Non-Discretionary
$28.6M
Accounts
25

ContactClients

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Individual Clients
23
AUM
$7.9M
HNW Individual Clients
31
AUM
$107M
Corporation or Business Clients
3
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION & MONITORING FEES

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Disclosures

None reported

State Registrations
FLNY

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

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