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Building 2MWM GROUP LLC

Map pinCEDARHURST, NY
Phone718-696-4000
NotebookSEC #801-76661
Total AUM
$431M
Employees
4
Clients
364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
335 WASHINGTON AVE
CEDARHURST
NY 11516
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
718-696-4000

ReceiptFinancials

Total AUM
$431M
Accounts
971
Discretionary
$428.6M
Accounts
968
Non-Discretionary
$2.4M
Accounts
3

ContactClients

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Individual Clients
265
AUM
$53.2M
HNW Individual Clients
63
AUM
$195.4M
Corporation or Business Clients
36
AUM
$182.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNJNYPA

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

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