1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2IFC PERSONAL MONEY MANAGERS, INC.

Map pinNEW YORK, NY
Phone212-721-8713
NotebookSEC #801-80674
Total AUM
$450.9M
Employees
4
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
441 WEST END
SUITE 1I
NEW YORK
NY 10024
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
212-721-8713

ReceiptFinancials

Total AUM
$450.9M
Accounts
515
Discretionary
$0
Accounts
0
Non-Discretionary
$450.9M
Accounts
515

ContactClients

View more in analytics →

Individual Clients
5
AUM
$2.5M
HNW Individual Clients
85
AUM
$448.4M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCFLLAMAMDNJNYPASCTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account