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Building 2LK FINANCIAL PLANNING LLC

Map pinNEW YORK, NY
Phone646-644-6292
NotebookSEC #801-80856
Total AUM
$86.9M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
295 MADISON AVE.
12TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
646-644-6292
Other Offices
1

ReceiptFinancials

Total AUM
$86.9M
Accounts
39
Discretionary
$86.9M
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$2.3M
HNW Individual Clients
9
AUM
$84.6M

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
FLNY

HandshakeAffiliates

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

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