212 Wealth Management Group, LLC

Overview

212 Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Core advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers, indicating the firm can act as a capital allocator or use subadvisors when appropriate. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives