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Building 2PARTNERS CAPITAL SERVICES, INC.

Map pinHAUPPAUGE, NY
Phone631-851-0918
NotebookSEC #801-79450
Total AUM
$109.1M
Employees
18
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 OSER AVE
HAUPPAUGE
NY 11788
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
631-851-0918
Other Offices
1

ReceiptFinancials

Total AUM
$109.1M
Accounts
238
Discretionary
$26M
Accounts
27
Non-Discretionary
$83.1M
Accounts
211

ContactClients

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Individual Clients
92
AUM
$15.8M
HNW Individual Clients
118
AUM
$49M
Pension/Profit Sharing Plan Clients
4
AUM
$2.4M
Corporation or Business Clients
5
AUM
$20.3M
Other Clients
19
AUM
$21.6M
Description of Other Clients
TRUST

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACTDCFLGAIAILINKSKYLAMAMDMEMIMNMOMSMTNCNENJNMNYOHPASCSDTXVAVTWA

HandshakeAffiliates

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

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