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Building 2SOUTHRIDGE WEALTH MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-994-9870
NotebookSEC #801-67366
Total AUM
$2.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
850 THIRD AVENUE
16TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
8 AM TO 5 PM (EST)
Monday - Friday
Phone
212-994-9870

ReceiptFinancials

Total AUM
$2.5M
Accounts
3
Discretionary
$2.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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