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Building 2HFR WEALTH MANAGEMENT, LLC

Map pin
Phone518-346-8189
NotebookSEC #801-50326
Total AUM
$588.7M
Employees
6
Clients
372

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
518-346-8189
Other Offices
1

ReceiptFinancials

Total AUM
$588.7M
Accounts
851
Discretionary
$588.7M
Accounts
851
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
202
AUM
$73.3M
HNW Individual Clients
159
AUM
$436.4M
Charitable Organization Clients
10
AUM
$78.2M
Corporation or Business Clients
1
AUM
$774.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMAMDNCNHNYORPASCTNTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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