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Building 2WEALTHNEST CAPITAL INC.

Map pinSTATEN ISLAND, NY
Phone929-699-8020
NotebookSEC #801-135958
Total AUM
$34.9M
Employees
2
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1336 FOREST AVENUE
STATEN ISLAND
NY 10302
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
929-699-8020
Other Offices
1

ReceiptFinancials

Total AUM
$34.9M
Accounts
131
Discretionary
$34.2M
Accounts
122
Non-Discretionary
$696.1K
Accounts
9

ContactClients

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Individual Clients
72
AUM
$13.5M
HNW Individual Clients
6
AUM
$21.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYTX

HandshakeAffiliates

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

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