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Building 2EDGE WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-682-0133
NotebookSEC #801-67345
Total AUM
$827.2M
Employees
7
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
805 THIRD AVENUE
FLOOR 12
NEW YORK
NY 10022
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-682-0133
Other Offices
3

ReceiptFinancials

Total AUM
$827.2M
Accounts
453
Discretionary
$827.2M
Accounts
453
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
122
AUM
$30.4M
HNW Individual Clients
130
AUM
$776.4M
Charitable Organization Clients
1
AUM
$20.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNHNJNYPA

HandshakeAffiliates

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

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