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Building 2BCS PRIVATE WEALTH MANAGEMENT

Map pinRUMSON, NJ
Phone732-291-7272
NotebookSEC #801-89173
Total AUM
$469.7M
Employees
6
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 WEST RIVER ROAD
SUITE B
RUMSON
NJ 07760
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
732-291-7272
Other Offices
1

ReceiptFinancials

Total AUM
$469.7M
Accounts
580
Discretionary
$469.7M
Accounts
580
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$34.6M
HNW Individual Clients
118
AUM
$387.9M
Pooled Vehicle Clients
2
AUM
$17.9M
Charitable Organization Clients
2
AUM
$13.8M
Corporation or Business Clients
7
AUM
$15.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMDNJNYTX

HandshakeAffiliates

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

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