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Building 2PLACE FINANCIAL ADVISORS

Map pinMANLIUS, NY
Phone315-682-0348
NotebookSEC #801-70132
Total AUM
$45.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
104 SMITH STREET
MANLIUS
NY 13104
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
315-682-0348

ReceiptFinancials

Total AUM
$45.2M
Accounts
265
Discretionary
$44M
Accounts
252
Non-Discretionary
$1.2M
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges 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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