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Building 2C & C FINANCIAL SERVICES, INC.

Map pinGREAT NECK, NY
Phone516-482-3260
NotebookSEC #801-47062
Total AUM
$66.2M
Employees
2
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
175 GREAT NECK RD
SUITE 405
GREAT NECK
NY 11021
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
516-482-3260

ReceiptFinancials

Total AUM
$66.2M
Accounts
46
Discretionary
$60.5M
Accounts
45
Non-Discretionary
$5.7M
Accounts
1

ContactClients

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Individual Clients
31
AUM
$26.6M
HNW Individual Clients
7
AUM
$14.2M
Pension/Profit Sharing Plan Clients
1
AUM
$4.8M
Charitable Organization Clients
3
AUM
$9.1M
Corporation or Business Clients
4
AUM
$11.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual 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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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