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Building 2M.D. KRESH FINANCIAL SERVICES, INC.

Map pinISLANDIA, NY
Phone631-232-9170
NotebookSEC #801-55598
Total AUM
$50.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1377 MOTOR PKWY
SUITE 212
ISLANDIA
NY 11749
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
631-232-9170

ReceiptFinancials

Total AUM
$50.3M
Accounts
203
Discretionary
$50.3M
Accounts
203
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNY

HandshakeAffiliates

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

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