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Building 2UNISON

Map pinPROVIDENCE, RI
Phone646-290-7697
NotebookSEC #801-106874
Total AUM
$2B
Employees
1
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 DYER STREET
2ND FLOOR
PROVIDENCE
RI 02903
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
646-290-7697

ReceiptFinancials

Total AUM
$2B
Accounts
305
Discretionary
$2B
Accounts
305
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$12.4M
HNW Individual Clients
57
AUM
$1.9B
Charitable Organization Clients
1
AUM
$18.3M
Investment Advisor Clients
1
AUM
$70.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNJNYOHRI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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