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Building 2STRATEGIC WEALTH MANAGEMENT GROUP

Map pinNEW YORK, NY
Phone212-489-0100
NotebookSEC #801-64228
Total AUM
$832.9M
Employees
7
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1776 BROADWAY
SUITE 1900
NEW YORK
NY 10019
United States
Operating Hours
9-5
Monday - Friday
Phone
212-489-0100

ReceiptFinancials

Total AUM
$832.9M
Accounts
889
Discretionary
$832.9M
Accounts
889
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
177
AUM
$43.7M
HNW Individual Clients
155
AUM
$754.9M
Pension/Profit Sharing Plan Clients
13
AUM
$30.4M
Charitable Organization Clients
6
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYPA

HandshakeAffiliates

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

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