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Building 2U.S. WEALTH GROUP, LLC

Map pin
Phone516-682-9800
NotebookSEC #801-66977
Total AUM
$181.5M
Employees
2
Clients
257

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
516-682-9800
Other Offices
1

ReceiptFinancials

Total AUM
$181.5M
Accounts
257
Discretionary
$181.5M
Accounts
257
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$50.5M
HNW Individual Clients
57
AUM
$131M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANCNJNYTX

HandshakeAffiliates

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

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