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Building 2PGP FINANCIAL, INC.

Map pinHAUPPAUGE, NY
Phone631-952-8600
NotebookSEC #801-63259
Total AUM
$40.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 WIRELESS BLVD.
1ST FLOOR
HAUPPAUGE
NY 11788
USA
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
631-952-8600

ReceiptFinancials

Total AUM
$40.6M
Accounts
167
Discretionary
$40.6M
Accounts
167
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDEFLILMANJNYOKPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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