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Building 2BRANDON HILL WEALTH MANAGEMENT, LLC

Map pin
Phone914-582-0839
NotebookSEC #801-135868
Total AUM
$48.4M
Employees
1
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
914-582-0839
Other Offices
1

ReceiptFinancials

Total AUM
$48.4M
Accounts
35
Discretionary
$48.4M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$3.7M
HNW Individual Clients
10
AUM
$44.7M

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

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