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Building 2MERITAM

Map pinNEW YORK, NY
Phone612-888-6363
NotebookSEC #801-106509
Total AUM
$3M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
488 MADISON AVENUE
SUITE 1120
NEW YORK
NY 10022
United States
Operating Hours
9-10
FRIDAY
Phone
612-888-6363

ReceiptFinancials

Total AUM
$3M
Accounts
7
Discretionary
$3M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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