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Building 2WEALTHSPIRE ADVISORS

Map pinNEW YORK, NY
Phone212-602-4500
NotebookSEC #801-72914
Total AUM
$2.1B
Employees
30
Clients
2,853

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 PARK AVENUE
SUITE 1700
NEW YORK
NY 10016
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-602-4500
Other Offices
2

ReceiptFinancials

Total AUM
$2.1B
Accounts
2,851
Discretionary
$2.1B
Accounts
2,851
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$2.6M
HNW Individual Clients
2,793
AUM
$2.1B
Pension/Profit Sharing Plan Clients
2
AUM
$551.2K
Corporation or Business Clients
18
AUM
$22.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AZCACOCTDCFLGAILINLAMAMDMNMONCNHNJNYPARISCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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