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Building 2ADC WEALTH MANAGEMENT, LLC

Map pinMASSAPEQUA, NY
Phone516-308-7514
NotebookSEC #801-75532
Total AUM
$206.1M
Employees
2
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 D BROADWAY
SUITE 200
MASSAPEQUA
NY 11758
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
516-308-7514

ReceiptFinancials

Total AUM
$206.1M
Accounts
224
Discretionary
$0
Accounts
0
Non-Discretionary
$206.1M
Accounts
224

ContactClients

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Individual Clients
59
AUM
$22.8M
HNW Individual Clients
31
AUM
$175M
Pension/Profit Sharing Plan Clients
3
AUM
$8.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANYTX

HandshakeAffiliates

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

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