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Building 2CAPITAL GROWTH & SHELTER, INC.

Map pin
Phone518-399-3372
NotebookSEC #801-79630
Total AUM
$33.3M
Employees
2
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 4:00PM
MONDAY - THURSDAY
Phone
518-399-3372
Other Offices
2

ReceiptFinancials

Total AUM
$33.3M
Accounts
181
Discretionary
$0
Accounts
0
Non-Discretionary
$33.3M
Accounts
181

ContactClients

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Individual Clients
176
AUM
$24.7M
HNW Individual Clients
5
AUM
$8.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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