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Building 2RICH ADVISORY CORP

Map pin
Phone516-433-0828
NotebookSEC #801-15442
Total AUM
$66.2M
Employees
3
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 A.M TO 4 P.M.
Monday - Friday
Phone
516-433-0828

ReceiptFinancials

Total AUM
$66.2M
Accounts
162
Discretionary
$66.2M
Accounts
162
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$28.3M
HNW Individual Clients
21
AUM
$37.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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