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Building 2LENDINGROBOT

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Phone(646) 346-1048
NotebookSEC #801-100372
Total AUM
$12.2M
Employees
2
Clients
611

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM TO 5PM
Monday - Friday
Phone
(646) 346-1048

ReceiptFinancials

Total AUM
$12.2M
Accounts
611
Discretionary
$12.2M
Accounts
611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
609
AUM
$10.9M
Pooled Vehicle Clients
2
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Cause of Denial/SuspensionSEC/CFTC Penalty/Cease-and-Desist
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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