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Building 2PORT CAPITAL MANAGEMENT

Map pinMASSAPEQUA, NY
Phone212-597-2249
NotebookSEC #801-135850
Total AUM
$29.8M
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
684 BROADWAY
MASSAPEQUA
NY 11758
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
212-597-2249

ReceiptFinancials

Total AUM
$29.8M
Accounts
91
Discretionary
$29.8M
Accounts
91
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$3.7M
HNW Individual Clients
14
AUM
$24.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

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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