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Building 2NBT CAPITAL MANAGEMENT, INC.

Map pinJOHNSON CITY, NY
Phone607-584-4141
NotebookSEC #801-30786
Total AUM
$1.6B
Employees
15
Clients
786

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
331 MAIN STREET
SUITE 1
JOHNSON CITY
NY 13790-3330
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
607-584-4141
Other Offices
5

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,308
Discretionary
$1.2B
Accounts
1,211
Non-Discretionary
$365.8M
Accounts
97

ContactClients

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Individual Clients
310
AUM
$99.8M
HNW Individual Clients
84
AUM
$253.6M
Pension/Profit Sharing Plan Clients
392
AUM
$1.3B

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
ALCAFLGAIAILINLAMEMONCNHNYOHPASCTNTXVAWI

HandshakeAffiliates

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

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