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Building 2KM ADVISORY SERVICES

Map pinVICTOR, NY
Phone585-381-5900
NotebookSEC #801-52224
Total AUM
$172.2M
Employees
4
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 SQUARE DRIVE
SUITE 220
VICTOR
NY 14564
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
585-381-5900

ReceiptFinancials

Total AUM
$172.2M
Accounts
2,045
Discretionary
$172.2M
Accounts
2,045
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$44.9M
HNW Individual Clients
53
AUM
$127.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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