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Building 2ETFIDEA, LLC

Map pinSYRACUSE, NY
Phone315-472-6221
NotebookSEC #801-69316
Total AUM
$392.9M
Employees
7
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 WEST WASHINGTON STREET, SUITE 500
SYRACUSE
NY 13202
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
315-472-6221

ReceiptFinancials

Total AUM
$392.9M
Accounts
267
Discretionary
$391.8M
Accounts
266
Non-Discretionary
$1.2M
Accounts
1

ContactClients

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Individual Clients
234
AUM
$197.5M
HNW Individual Clients
5
AUM
$175.2M
Pension/Profit Sharing Plan Clients
22
AUM
$14.1M
Corporation or Business Clients
6
AUM
$6.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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