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Building 2AVZ WEALTH MANAGEMENT, LLC

Map pinHAUPPAUGE, NY
Phone631-434-9500
NotebookSEC #801-63220
Total AUM
$40.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 SUFFOLK COURT
HAUPPAUGE
NY 11788
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
631-434-9500

ReceiptFinancials

Total AUM
$40.1M
Accounts
160
Discretionary
$0
Accounts
0
Non-Discretionary
$40.1M
Accounts
160

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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