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Building 2AJ WEALTH

Map pinNEW YORK, NY
Phone(212) 729-7750
NotebookSEC #801-79289
Total AUM
$2.4B
Employees
45
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28 LIBERTY STREET
SUITE 2850
NEW YORK
NY 10005
United States
Operating Hours
9AM-5:30PM
Monday - Friday
Phone
(212) 729-7750

ReceiptFinancials

Total AUM
$2.4B
Accounts
797
Discretionary
$1.8B
Accounts
617
Non-Discretionary
$569.4M
Accounts
180

ContactClients

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Individual Clients
50
AUM
$15.8M
HNW Individual Clients
139
AUM
$1.1B
Pooled Vehicle Clients
1
AUM
$37M
Charitable Organization Clients
1
AUM
$5.7M
Corporation or Business Clients
25
AUM
$403.4M
Other Clients
85
AUM
$812.7M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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