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LONG ISLAND WEALTH MANAGEMENT, INC.

Tel: 516-238-7629
155 Pinelawn Road
Suite 210n
Melville, New York  11747

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LONG ISLAND WEALTH MANAGEMENT, INC.

LONG ISLAND WEALTH MANAGEMENT, INC. is a Melville, New York based financial advisory firm with nearly $217,350,727 in assets under management and provides investment advisory services for 422 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

173363

SEC#:

801-80445

No. of Clients:

422

Assets under Management

$217,350,727

No. of Advisors:

1

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