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

Building 2FOGEL NEALE WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-949-0922
NotebookSEC #801-70412
Total AUM
$7.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 BROAD ST.
SUITE 2202
NEW YORK
NY 10004
United States
Operating Hours
8:30 AM- 6:00 PM
Monday - Friday
Phone
212-949-0922

ReceiptFinancials

Total AUM
$7.6M
Accounts
30
Discretionary
$7.6M
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Felony Charge
State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account