1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STRATEGIC WEALTH MANAGEMENT LLC

Map pinBRIARCLIFF MANOR, NY
Phone914-769-2601
NotebookSEC #801-66859
Total AUM
$13.3M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 PLEASANTVILLE RD.
N106
BRIARCLIFF MANOR
NY 10510
United States
Operating Hours
9:30 AM TO 4:30 PM
Monday - Friday
Phone
914-769-2601

ReceiptFinancials

Total AUM
$13.3M
Accounts
67
Discretionary
$0
Accounts
0
Non-Discretionary
$13.3M
Accounts
67

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
ACTIVE INVESTMENT MANAGEMENT
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account