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Building 2UA ADVISORY SERVICES, INC.

Map pinENDWELL, NY
Phone607-754-7222
NotebookSEC #801-64727
Total AUM
$179.8M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1405 DAVIS AVENUE
ENDWELL
NY 13760
United States
Operating Hours
8:30 A.M. - 4:00 P.M.
Monday - Friday
Phone
607-754-7222

ReceiptFinancials

Total AUM
$179.8M
Accounts
230
Discretionary
$40.4M
Accounts
214
Non-Discretionary
$139.5M
Accounts
16

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLNCNJNYPAVA

HandshakeAffiliates

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

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