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Building 2WGS MANAGEMENT SERVICES, INC

Map pinROCHESTER, NY
Phone585-720-9970
NotebookSEC #801-135806
Total AUM
$41.6M
Employees
1
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
470 LONG POND RD
SUITE 210
ROCHESTER
NY 14612
United States
Operating Hours
8-5
Monday - Friday
Phone
585-720-9970

ReceiptFinancials

Total AUM
$41.6M
Accounts
74
Discretionary
$41.6M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$16.8M
HNW Individual Clients
9
AUM
$24M
Charitable Organization Clients
1
AUM
$120.2K
Corporation or Business Clients
1
AUM
$658.5K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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