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Building 2FSC WEALTH ADVISORS, LLC

Map pinFISHKILL, NY
Phone845-297-0300
NotebookSEC #801-71646
Total AUM
$122.3M
Employees
5
Clients
689

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 SUMMIT COURT
SUITE 100
FISHKILL
NY 12524
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
845-297-0300
Other Offices
2

ReceiptFinancials

Total AUM
$122.3M
Accounts
879
Discretionary
$122.3M
Accounts
879
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
677
AUM
$79.4M
HNW Individual Clients
9
AUM
$11.8M
Pooled Vehicle Clients
2
AUM
$30.6M
Corporation or Business Clients
1
AUM
$490.4K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMDNCNHNJNYPARISCTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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