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Building 2LONG ISLAND WEALTH MANAGEMENT, INC.

Map pinMELVILLE, NY
Phone516-238-7629
NotebookSEC #801-80445
Total AUM
$291.7M
Employees
1
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 PINELAWN ROAD
SUITE 210N
MELVILLE
NY 11747
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
516-238-7629
Other Offices
1

ReceiptFinancials

Total AUM
$291.7M
Accounts
487
Discretionary
$291.7M
Accounts
487
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$18.2M
HNW Individual Clients
70
AUM
$273.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCNJNYTX

HandshakeAffiliates

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

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