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Building 2TOTAL FINANCIAL ADVISORS, LLC

Map pinBETHPAGE, NY
Phone516-579-2700
NotebookSEC #801-67935
Total AUM
$203.5M
Employees
8
Clients
337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 UNION AVENUE
BETHPAGE
NY 11714
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
516-579-2700

ReceiptFinancials

Total AUM
$203.5M
Accounts
781
Discretionary
$203.5M
Accounts
781
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
268
AUM
$81.3M
HNW Individual Clients
66
AUM
$119.4M
Pension/Profit Sharing Plan Clients
2
AUM
$2.7M
Government Entity Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLMAMDNCNENJNYTXVA

HandshakeAffiliates

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

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