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Building 2WAHED

Map pinNEW YORK, NY
Phone1-855-976-4747
NotebookSEC #801-106499
Total AUM
$1.1B
Employees
9
Clients
28,695

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27 EAST 28TH STREET, 8TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
10AM TO 6PM
Monday - Friday
Phone
1-855-976-4747

ReceiptFinancials

Total AUM
$1.1B
Accounts
28,701
Discretionary
$202.2M
Accounts
28,698
Non-Discretionary
$934.6M
Accounts
3

ContactClients

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Individual Clients
28,572
AUM
$186.2M
HNW Individual Clients
117
AUM
$15.2M
Investment Company Clients
3
AUM
$934.6M
Corporation or Business Clients
3
AUM
$882.5K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSEC/CFTC Penalty/Cease-and-Desist
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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