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Building 2PTS ASSET MANAGEMENT

Map pinNORTH HAVEN, CT
Phone203-234-9499
NotebookSEC #801-37540
Total AUM
$226.1M
Employees
6
Clients
728

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
565 WASHINGTON AVENUE
SUITE 7
NORTH HAVEN
CT 06473
United States
Operating Hours
9 AM TO 5:30 PM
Monday - Friday
Phone
203-234-9499

ReceiptFinancials

Total AUM
$226.1M
Accounts
728
Discretionary
$226.1M
Accounts
728
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
591
AUM
$70.8M
HNW Individual Clients
125
AUM
$105.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
1
AUM
$12M
Corporation or Business Clients
10
AUM
$36.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AZCACOCTFLGAIAILINKYLAMAMEMIMONCNENHNYOHPATXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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