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Building 2EISEN FINANCIAL SERVICES, INC.

Map pin
Phone845-534-1075
NotebookSEC #801-79227
Total AUM
$34.1M
Employees
1
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
845-534-1075

ReceiptFinancials

Total AUM
$34.1M
Accounts
44
Discretionary
$0
Accounts
0
Non-Discretionary
$34.1M
Accounts
44

ContactClients

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Individual Clients
1
AUM
$2M
HNW Individual Clients
9
AUM
$31.1M
Pension/Profit Sharing Plan Clients
1
AUM
$968.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNY

HandshakeAffiliates

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

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