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Home > Retirement Planners > new york > melville > LONG ISLAND WEALTH MANAGEMENT, INC.
LONG ISLAND WEALTH MANAGEMENT, INC.
155 Pinelawn Road
Suite 210n
Melville, New York 11747
Tel: 516-238-7629
About LONG ISLAND WEALTH MANAGEMENT, INC.
LONG ISLAND WEALTH MANAGEMENT, INC, formally registered with the SEC as LONG ISLAND WEALTH MANAGEMENT, INC. The firm was established in 10/15/2014. They have over 2 offices throughout the country.
LONG ISLAND WEALTH MANAGEMENT, INC. is a Melville, New York based Financial Planning firm with nearly $217,350,727 assets under management, offering retirement planning & investment advisory services to 422 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173363 |
| SEC# | 801-80445 |
| Assets Managed by Firm | $217,350,727 |
| No. of Clients | 422 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 422 | $217,350,727 |
| Individuals (other than high net worth individuals) | 33 | $18,102,000 |
| High net worth individuals | 82 | $199,248,727 |
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