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Building 2HFH PLANNING INC.

Map pin
Phone212-402-5444
NotebookSEC #801-62326
Total AUM
$206.1M
Employees
2
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-402-5444

ReceiptFinancials

Total AUM
$206.1M
Accounts
454
Discretionary
$0
Accounts
0
Non-Discretionary
$206.1M
Accounts
454

ContactClients

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Individual Clients
66
AUM
$38.7M
HNW Individual Clients
56
AUM
$165.3M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNY

HandshakeAffiliates

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

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