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Building 2BEEKMAN WEALTH ADVISORY, LLC

Map pinNEW YORK, NY
Phone212-365-7400
NotebookSEC #801-68302
Total AUM
$588.6M
Employees
3
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 FIFTH AVENUE
SUITE 202
NEW YORK
NY 10020
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
212-365-7400
Other Offices
1

ReceiptFinancials

Total AUM
$588.6M
Accounts
7
Discretionary
$0
Accounts
0
Non-Discretionary
$588.6M
Accounts
7

ContactClients

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HNW Individual Clients
7
AUM
$588.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

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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