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Building 2JTF PRIVATE WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone800-257-1537
NotebookSEC #801-72383
Total AUM
$6.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 WALL STREET
23RD FLOOR
NEW YORK
NY 10005
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
800-257-1537

ReceiptFinancials

Total AUM
$6.7M
Accounts
2
Discretionary
$6.7M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNJNY

HandshakeAffiliates

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

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