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Building 2TREVOR STEWART BURTON & JACOBSEN INC

Map pinNEW YORK, NY
Phone212-972-8150
NotebookSEC #801-10369
Total AUM
$91.3M
Employees
4
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 LEXINGTON AVENUE
39TH FLOOR
NEW YORK
NY 10174
United States
Operating Hours
9:00 A.M.- 5:00 P.M
Monday - Friday
Phone
212-972-8150

ReceiptFinancials

Total AUM
$91.3M
Accounts
88
Discretionary
$90.3M
Accounts
87
Non-Discretionary
$1M
Accounts
1

ContactClients

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Individual Clients
6
AUM
$6.6M
HNW Individual Clients
21
AUM
$69.3M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$4M
Corporation or Business Clients
1
AUM
$8.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTN

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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