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Building 2SIP FINANCIAL SERVICES

Map pinGLENVILLE, NY
Phone518-384-2800
NotebookSEC #801-136467
Total AUM
$28.2M
Employees
1
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
133 SARATOGA ROAD
SUITE #5
GLENVILLE
NY 12302
United States
Operating Hours
9:30 A.M. - 4:30 P.M.
Monday - Friday
Phone
518-384-2800

ReceiptFinancials

Total AUM
$28.2M
Accounts
140
Discretionary
$0
Accounts
0
Non-Discretionary
$28.2M
Accounts
140

ContactClients

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Individual Clients
58
AUM
$11.4M
HNW Individual Clients
12
AUM
$15.9M
Pension/Profit Sharing Plan Clients
1
AUM
$807.6K
Charitable Organization Clients
1
AUM
$103.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges 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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