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Building 2RMR WEALTH MANAGEMENT

Map pinNEW YORK, NY
Phone212-785-4377
NotebookSEC #801-70823
Total AUM
$195.4M
Employees
7
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 PENN PLAZA
STE 1316
NEW YORK
NY 10122
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-785-4377

ReceiptFinancials

Total AUM
$195.4M
Accounts
440
Discretionary
$184.1M
Accounts
430
Non-Discretionary
$11.3M
Accounts
10

ContactClients

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Individual Clients
144
AUM
$40M
HNW Individual Clients
34
AUM
$135.1M
Pension/Profit Sharing Plan Clients
9
AUM
$11.3M
Charitable Organization Clients
2
AUM
$9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLINMANJNYPATX

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

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