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Building 2MYLES WEALTH MANAGEMENT, LLC

Map pinFLORIDA, NY
Phone845-651-3070
NotebookSEC #801-78851
Total AUM
$97.1M
Employees
5
Clients
407

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
59 NORTH MAIN STREET
FLORIDA
NY 10921
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
845-651-3070

ReceiptFinancials

Total AUM
$97.1M
Accounts
466
Discretionary
$97.1M
Accounts
466
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
383
AUM
$66M
HNW Individual Clients
13
AUM
$29.6M
Pension/Profit Sharing Plan Clients
11
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial Planning
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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