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Building 2IQ FINANCIAL SERVICES, INC.

Map pin
Phone212-344-8337
NotebookSEC #801-64184
Total AUM
$15M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-6PM
MONDAY-SATURDAY
Phone
212-344-8337

ReceiptFinancials

Total AUM
$15M
Accounts
254
Discretionary
$0
Accounts
0
Non-Discretionary
$15M
Accounts
254

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
FEE FOR PREPARATION OF FINANCIAL PLAN

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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