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Building 2BILL LOSEY RETIREMENT SOLUTIONS, LLC

Map pin
Phone518-708-9925
NotebookSEC #801-78201
Total AUM
$39.6M
Employees
1
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 4:00 PM
MONDAY TO THURSDAY
Phone
518-708-9925

ReceiptFinancials

Total AUM
$39.6M
Accounts
102
Discretionary
$0
Accounts
0
Non-Discretionary
$39.6M
Accounts
102

ContactClients

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Individual Clients
43
AUM
$17.5M
HNW Individual Clients
11
AUM
$22.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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