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Building 2LONG ISLAND WEALTH MANAGEMENT, INC.

Map pin
Phone631-846-3064
NotebookSEC #801-68189
Total AUM
$42M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 6:00PM EST
Monday - Friday
Phone
631-846-3064

ReceiptFinancials

Total AUM
$42M
Accounts
165
Discretionary
$32M
Accounts
130
Non-Discretionary
$10M
Accounts
35

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED RATES BASED ON ESTIMATED TIME ON A SPECFIC PROJECT

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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