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Building 2W & S MANAGEMENT SERVICES, INC.

Map pinROCHESTER, NY
Phone585-720-9971
NotebookSEC #801-69165
Total AUM
$166M
Employees
4
Clients
488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
470 LONG POND ROAD SUITE 200
ROCHESTER
NY 14612
United States
Operating Hours
8-5
Monday - Friday
Phone
585-720-9971
Other Offices
1

ReceiptFinancials

Total AUM
$166M
Accounts
487
Discretionary
$166M
Accounts
487
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
436
AUM
$71.5M
HNW Individual Clients
51
AUM
$93.8M
Corporation or Business Clients
1
AUM
$700K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYPASCTXVA

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

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