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Building 24THOUGHT FINANCIAL GROUP INC.

Map pinSYOSSET, NY
Phone516-300-1617
NotebookSEC #801-74692
Total AUM
$214.3M
Employees
6
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6851 JERICHO TURNPIKE
SUITE 120
SYOSSET
NY 11791
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
516-300-1617

ReceiptFinancials

Total AUM
$214.3M
Accounts
869
Discretionary
$208.9M
Accounts
843
Non-Discretionary
$5.4M
Accounts
26

ContactClients

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Individual Clients
297
AUM
$171M
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
42
AUM
$37.4M
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
5
AUM
$5.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANJNY

HandshakeAffiliates

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

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