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Building 2PIERMONT WEALTH MANAGEMENT INC.

Map pinMELVILLE, NY
Phone631-454-1585
NotebookSEC #801-61254
Total AUM
$221.4M
Employees
3
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
48 S. SERVICE ROAD
SUITE 102
MELVILLE
NY 11747
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
631-454-1585
Other Offices
3

ReceiptFinancials

Total AUM
$221.4M
Accounts
411
Discretionary
$221.4M
Accounts
411
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$40.2M
HNW Individual Clients
81
AUM
$181.2M

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
CAFLLANJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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