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Building 2FAMILY CFO, LLC

Map pinNEW YORK, NY
Phone212-584-9125
NotebookSEC #801-60011
Total AUM
$24.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 WEST 22ND STREET
5TH FLOOR
NEW YORK
NY 10011
USA
Operating Hours
9AM-6PM
Monday - Friday
Phone
212-584-9125

ReceiptFinancials

Total AUM
$24.4M
Accounts
31
Discretionary
$12.3M
Accounts
19
Non-Discretionary
$12.1M
Accounts
12

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

None reported

HandshakeAffiliates

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

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