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Building 2MITLIN FINANCIAL, INC.

Map pinHAUPPAUGE, NY
Phone631-952-4466
NotebookSEC #801-79353
Total AUM
$56.8M
Employees
2
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 ADAMS AVENUE
SUITE B-12
HAUPPAUGE
NY 11788
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
631-952-4466

ReceiptFinancials

Total AUM
$56.8M
Accounts
320
Discretionary
$56M
Accounts
313
Non-Discretionary
$711.3K
Accounts
7

ContactClients

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Individual Clients
104
AUM
$30.3M
HNW Individual Clients
23
AUM
$24.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$186.7K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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