1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NARDIS ADVISORS LLC

Map pin
Phone914-997-0403
NotebookSEC #801-106867
Total AUM
$183M
Employees
6
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
914-997-0403
Other Offices
4

ReceiptFinancials

Total AUM
$183M
Accounts
378
Discretionary
$172.8M
Accounts
376
Non-Discretionary
$10.2M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
74
AUM
$27.3M
HNW Individual Clients
79
AUM
$138.4M
Pension/Profit Sharing Plan Clients
1
AUM
$11.5M
Charitable Organization Clients
1
AUM
$5.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION FEE FOR OUTSIDE MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations
MINJNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account