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Building 2PARTNERS TRUST BANK TRUST DEPARTMENT

Map pinBINGHAMTON, NY
Phone607-779-2517
NotebookSEC #801-61645
Total AUM
$352.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
68 EXCHANGE STREET
BINGHAMTON
NY 13901
USA
Operating Hours
8 A.M. TO 5 P.M. EST
Monday - Friday
Phone
607-779-2517

ReceiptFinancials

Total AUM
$352.6M
Accounts
344
Discretionary
$267M
Accounts
309
Non-Discretionary
$85.6M
Accounts
35

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYPASCTX

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

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