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Building 2SK WEALTH MANAGEMENT, LLC

Map pinPROVIDENCE, RI
Phone401-331-1575
NotebookSEC #801-56304
Total AUM
$639M
Employees
6
Clients
323

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 HOLDEN ST
PROVIDENCE
RI 02908-5757
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
401-331-1575
Other Offices
4

ReceiptFinancials

Total AUM
$639M
Accounts
1,206
Discretionary
$628.5M
Accounts
1,202
Non-Discretionary
$10.4M
Accounts
4

ContactClients

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Individual Clients
140
AUM
$64M
HNW Individual Clients
179
AUM
$573.8M
Pension/Profit Sharing Plan Clients
3
AUM
$1.1M
Corporation or Business Clients
1
AUM
$54.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYRITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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