1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2RDK FINANCIAL GROUP

Map pin
Phone8458934764
NotebookSEC #801-63181
Total AUM
$59.2M
Employees
1
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00A.M. TO 5:00P.M.
Monday - Friday
Phone
8458934764

ReceiptFinancials

Total AUM
$59.2M
Accounts
72
Discretionary
$57.5M
Accounts
67
Non-Discretionary
$1.8M
Accounts
5

ContactClients

View more in analytics →

Individual Clients
4
AUM
$1.8M
HNW Individual Clients
19
AUM
$57.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account