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Building 2PREMIER WEALTH ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-752-4343
NotebookSEC #801-78204
Total AUM
$555.1M
Employees
9
Clients
644

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1411 BROADWAY
16TH FLOOR
NEW YORK
NY 10018
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-752-4343
Other Offices
1

ReceiptFinancials

Total AUM
$555.1M
Accounts
741
Discretionary
$537M
Accounts
676
Non-Discretionary
$18.1M
Accounts
65

ContactClients

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Individual Clients
363
AUM
$86M
HNW Individual Clients
251
AUM
$362M
Pension/Profit Sharing Plan Clients
29
AUM
$41.6M
Charitable Organization Clients
1
AUM
$65.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNJNYPASC

HandshakeAffiliates

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

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