1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

Map pinCLIFTON PARK, NY
Phone518-280-0030
NotebookSEC #801-69021
Total AUM
$260M
Employees
1
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 MAXWELL DRIVE
SUITE 104B
CLIFTON PARK
NY 12065
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
518-280-0030

ReceiptFinancials

Total AUM
$260M
Accounts
590
Discretionary
$260M
Accounts
590
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
57
AUM
$40M
HNW Individual Clients
87
AUM
$220M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account