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Building 2GLOBAL WEALTH MANAGEMENT, LLC

Map pinKINGSTON, NJ
Phone609-452-2929
NotebookSEC #801-71368
Total AUM
$245.7M
Employees
3
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4420 ROUTE 27
SUITE B
KINGSTON
NJ 08528
United States
Operating Hours
9:30 AM TO 4:00 PM
Monday - Friday
Phone
609-452-2929

ReceiptFinancials

Total AUM
$245.7M
Accounts
204
Discretionary
$219.2M
Accounts
193
Non-Discretionary
$26.4M
Accounts
11

ContactClients

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Individual Clients
30
AUM
$20.2M
HNW Individual Clients
31
AUM
$160.2M
Pension/Profit Sharing Plan Clients
5
AUM
$27.3M
Charitable Organization Clients
4
AUM
$16.5M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
3
AUM
$7.6M
Insurance Company Clients
2
AUM
$13.8M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$152.8K
Other Clients
1
AUM
$0
Description of Other Clients
COURTESY/EMPLOYEES

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GANJNYTXVA

HandshakeAffiliates

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

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