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Building 2LLBH GROUP PRIVATE WEALTH MANAGEMENT, LLC

Map pinWESTPORT, CT
Phone(203) 683-1530
NotebookSEC #801-69556
Total AUM
$412.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
RIVERSIDE PLAZA
33 RIVERSIDE AVENUE
WESTPORT
CT 06880
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(203) 683-1530

ReceiptFinancials

Total AUM
$412.5M
Accounts
1,463
Discretionary
$412.5M
Accounts
1,463
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLANHNJNYTXVA

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

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