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Building 2IHS WEALTH MANAGEMENT LLC

Map pinOYSTER BAY, NY
Phone516-314-0514
NotebookSEC #801-136112
Total AUM
$39.4M
Employees
2
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 SOUTH ST #19
OYSTER BAY
NY 11771
United States
Operating Hours
9:00 AM. TO 5:00 P.M.
Monday - Friday
Phone
516-314-0514

ReceiptFinancials

Total AUM
$39.4M
Accounts
36
Discretionary
$39.4M
Accounts
36
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$3.5M
HNW Individual Clients
9
AUM
$35.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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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