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Building 2KINGS POINT CAPITAL MANAGEMENT LLC

Map pinGREAT NECK, NY
Phone516-439-5100
NotebookSEC #801-64958
Total AUM
$1.7B
Employees
17
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 CUTTERMILL ROAD
SUITE 516
GREAT NECK
NY 11021
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
516-439-5100
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,334
Discretionary
$1.6B
Accounts
1,294
Non-Discretionary
$57.9M
Accounts
40

ContactClients

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Individual Clients
15
AUM
$6.5M
HNW Individual Clients
210
AUM
$1.6B
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
6
AUM
$50M
Corporation or Business Clients
7
AUM
$16.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCOFLGAILLAMAMDMONHNJNYOHTNTX

HandshakeAffiliates

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

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