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Building 2WEINSTAT AND WEINSTAT CPA'S RIA'S

Map pinROSLYN HEIGHTS, NY
Phone516-621-3507
NotebookSEC #801-68584
Total AUM
$29.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 EXPRESSWAY PLAZA SUITE 112
ROSLYN HEIGHTS
NY 11577
United States
Operating Hours
8-5
Monday - Friday
Phone
516-621-3507

ReceiptFinancials

Total AUM
$29.5M
Accounts
26
Discretionary
$29.5M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

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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