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Building 2CRAFT WEALTH MANAGEMENT LLC

Map pinGARDEN CITY, NY
Phone516-833-1325
NotebookSEC #801-86170
Total AUM
$9.2M
Employees
5
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
377 OAK STREET
SUITE 402
GARDEN CITY
NY 11530
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
516-833-1325
Other Offices
1

ReceiptFinancials

Total AUM
$9.2M
Accounts
90
Discretionary
$9.2M
Accounts
90
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$1.6M
HNW Individual Clients
41
AUM
$7.6M
Corporation or Business Clients
1
AUM
$18

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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