FIND A K2 CAPITAL ASSET MANAGEMENT, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 328298
BD
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for K2 CAPITAL ASSET MANAGEMENT, LLC Comes From
Understanding the Statistics for K2 CAPITAL ASSET MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
150 Motor Parkway Suite 228, Hauppauge, NY 11788
Mailing Address
150 Motor Parkway Suite 228, Hauppauge, NY 11788
Firm Size
Small
Phone Number
(631) 870-7451
Established
New York since 07/05/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at K2 CAPITAL ASSET MANAGEMENT, LLC
BB
Brian John Bohnaker
RR
CRD#: 1859029
Location:
Hauppauge, NY 11788
Company:
K2 CAPITAL ASSET MANAGEMENT, LLC
Disclosures:
Experience:
26 years
WW
William Roman Wojtusiak
RR
CRD#: 5070010
Location:
Hauppauge, NY 11788
Company:
K2 CAPITAL ASSET MANAGEMENT, LLC
Disclosures:
Experience:
20 years
JG
Jeannette Nmn Gaston
RR
CRD#: 2500225
Location:
San Francisco, CA 94104
Company:
GP BULLHOUND INC.
Disclosures:
Experience:
15 years
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