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Building 2POINT VIEW WEALTH MANAGEMENT, INC.

Map pinSUMMIT, NJ
Phone908-598-1717
NotebookSEC #801-43340
Total AUM
$393.4M
Employees
5
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
382 SPRINGFIELD AVENUE
SUITE 208
SUMMIT
NJ 07901-2707
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
908-598-1717

ReceiptFinancials

Total AUM
$393.4M
Accounts
745
Discretionary
$392.4M
Accounts
744
Non-Discretionary
$1M
Accounts
1

ContactClients

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Individual Clients
94
AUM
$87.6M
HNW Individual Clients
65
AUM
$301M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
WEBINARS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNHNJNYPAVA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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