Sign in
Create a free account
ELLEVEST
NEW YORK, NY
844-355-7100
SEC #801-106683Total AUM
$1.1B
Employees
19Clients
474Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
228 PARK AVE S
PMB 94934
NEW YORK
NY 10003
United States
PMB 94934
NEW YORK
NY 10003
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
844-355-7100
Other Offices
12
Financials
Total AUM
$1.1B
Accounts
474Discretionary
$1.1B
Accounts
474Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
100AUM
$93.4M
HNW Individual Clients
371AUM
$1B
Pension/Profit Sharing Plan Clients
1AUM
$1.8M
Charitable Organization Clients
1AUM
$22.2M
Corporation or Business Clients
1AUM
$7M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING WORKSHOPS; 1:1 CONSULTING
Compliance
Disclosures
None reported
State Registrations
AZCACODCFLGAILMAMDMEMIMNMONCNHNJNYOHORPATXUTVAVTWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.