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Building 2EAGLE BAY FAMILY OFFICE

Map pinNEW YORK, NY
Phone212-634-7879
NotebookSEC #801-106736
Total AUM
$680.8M
Employees
15
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 WORLD TRADE CENTER
250 GREENWICH STREET, 46TH FLOOR
NEW YORK
NY 10007
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-634-7879
Other Offices
1

ReceiptFinancials

Total AUM
$680.8M
Accounts
475
Discretionary
$680.8M
Accounts
475
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$5.6M
HNW Individual Clients
37
AUM
$675.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANYORPRTX

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

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