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Building 2LUTHER FOREST WEALTH ADVISORS, L.L.C.

Map pinMALTA, NY
Phone518-899-5904
NotebookSEC #801-67506
Total AUM
$98.6M
Employees
3
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2715 ROUTE 9
SUITE 101
MALTA
NY 12020
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
518-899-5904

ReceiptFinancials

Total AUM
$98.6M
Accounts
471
Discretionary
$97.3M
Accounts
450
Non-Discretionary
$1.3M
Accounts
21

ContactClients

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Individual Clients
186
AUM
$38.9M
HNW Individual Clients
28
AUM
$58.4M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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