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Building 2WEALTH DESIGN SERVICES INC

Map pinROCHESTER, NY
Phone585-442-3230
NotebookSEC #801-67741
Total AUM
$34.5M
Employees
2
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SUITE 205, 132 ALLENS CREEK ROAD
ROCHESTER
NY 14618
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
585-442-3230

ReceiptFinancials

Total AUM
$34.5M
Accounts
63
Discretionary
$16.4M
Accounts
22
Non-Discretionary
$18M
Accounts
41

ContactClients

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Individual Clients
21
AUM
$34.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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