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Building 2FIEN CAPITAL MANAGEMENT, LLC

Map pinROCHESTER, NY
Phone585-271-8910
NotebookSEC #801-60490
Total AUM
$137.7M
Employees
2
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 ALLENS CREEK ROAD
ROCHESTER
NY 14618
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
585-271-8910

ReceiptFinancials

Total AUM
$137.7M
Accounts
109
Discretionary
$137.7M
Accounts
109
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$18M
HNW Individual Clients
54
AUM
$113.6M
Charitable Organization Clients
1
AUM
$5.8M
Corporation or Business Clients
1
AUM
$316.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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