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Building 2OPEN INVEST CO.

Map pinNEW YORK, NY
Phone855-466-6545
NotebookSEC #801-105481
Total AUM
$21.5M
Employees
34
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
383 MADISON AVENUE
NEW YORK
NY 10179
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
855-466-6545
Other Offices
1

ReceiptFinancials

Total AUM
$21.5M
Accounts
2
Discretionary
$21.5M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Corporation or Business Clients
1
AUM
$21.4M
Other Clients
1
AUM
$122.6K
Description of Other Clients
OTHER

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACODCFLGAILLAMAMDMEMIMNNCNHNJNYOHORPATXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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