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Building 2CHRISTMAS CORPORATION

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Phone+13419465074
NotebookSEC #801-107155
Total AUM
$4.2M
Employees
4
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
09.00-18.00
BY APPOINTMENT ONLY
Phone
+13419465074
Other Offices
1

ReceiptFinancials

Total AUM
$4.2M
Accounts
44
Discretionary
$2.2M
Accounts
42
Non-Discretionary
$2M
Accounts
2

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
42
AUM
$4M
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
1
AUM
$124.2K
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$10.1K

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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