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Building 2DIRECT ADVISORS, LLC

Map pinLATHAM, NY
Phone518-362-2119
NotebookSEC #801-67248
Total AUM
$617.7M
Employees
6
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 PLAZA DRIVE
SUITE 102
LATHAM
NY 12110
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
518-362-2119

ReceiptFinancials

Total AUM
$617.7M
Accounts
60
Discretionary
$617.7M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
60
AUM
$617.7M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BASE FEE OR MINIMUM FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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