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Building 2SHFP, LLC

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Phone(914) 282-0023
NotebookSEC #801-80085
Total AUM
$88.9M
Employees
1
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. TO 6:00 P.M.
Monday - Friday
Phone
(914) 282-0023

ReceiptFinancials

Total AUM
$88.9M
Accounts
162
Discretionary
$0
Accounts
0
Non-Discretionary
$88.9M
Accounts
162

ContactClients

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Individual Clients
5
AUM
$2.8M
HNW Individual Clients
20
AUM
$86.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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