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Building 2CAPITAL FINANCIAL SERVICES LLC

Map pinCLIFTON PARK, NY
Phone518-399-3903
NotebookSEC #801-57725
Total AUM
$127.6M
Employees
5
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
855 ROUTE 146
SUITE 180
CLIFTON PARK
NY 12065
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
518-399-3903

ReceiptFinancials

Total AUM
$127.6M
Accounts
484
Discretionary
$127.6M
Accounts
484
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
215
AUM
$127.6M

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
CTFLMANHNYTX

HandshakeAffiliates

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

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