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Building 2TANAGER WEALTH MANAGEMENT

Map pinLONDON
Phone020 3965 6330
NotebookSEC #801-77494
Total AUM
$1.6B
Employees
46
Clients
1,052

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7TH FLOOR, EAST WING
VINTNERS PLACE, 68 UPPER THAMES STREET
LONDON
EC4V 3BJ
United Kingdom
Operating Hours
9:00-5:00
Monday - Friday
Phone
020 3965 6330
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,161
Discretionary
$1.4B
Accounts
3,011
Non-Discretionary
$161.1M
Accounts
150

ContactClients

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Individual Clients
443
AUM
$204.8M
HNW Individual Clients
358
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$78.4M
Charitable Organization Clients
1
AUM
$12.8M
Other Clients
249
AUM
$188.6M
Description of Other Clients
TRUSTS, FOREIGN TRUSTS, UGMAS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILMANCNJNYPATXWA

HandshakeAffiliates

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

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