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Building 27 NORTH FINANCE

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Phone646-583-4292
NotebookSEC #801-100477
Total AUM
$250M
Employees
3
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM-6:00PM
Monday - Friday
Phone
646-583-4292

ReceiptFinancials

Total AUM
$250M
Accounts
14
Discretionary
$30M
Accounts
2
Non-Discretionary
$220M
Accounts
12

ContactClients

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Corporation or Business Clients
5
AUM
$250M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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