MOUNTAIN VIEW STRATEGIC WEALTH, LLC
Tel: 845-834-4343 200 North Drive I.Park Suite 103 Hopewell Junction, New York 12533
About MOUNTAIN VIEW STRATEGIC WEALTH, LLC
MOUNTAIN VIEW STRATEGIC WEALTH, LLC is a Hopewell Junction, New York based financial advisory firm with nearly $42,602,479 in assets under management and provides investment advisory services for 274 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
154295
Firm SEC#:
801-130118
Assets Under Management:
$42,602,479
No. of Clients:
274
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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