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Building 2FINANCIAL PLANNING ANALYSTS, LLC

Map pinMELVILLE, NY
Phone631-423-8800
NotebookSEC #801-61351
Total AUM
$23.4M
Employees
1
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
734 WALT WHITMAN RD
STE 301
MELVILLE
NY 11747
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
631-423-8800

ReceiptFinancials

Total AUM
$23.4M
Accounts
41
Discretionary
$23.4M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$0
HNW Individual Clients
36
AUM
$18.9M
Corporation or Business Clients
1
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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