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Building 2CULTIVATING WEALTH

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Phone(646) 693-7451
NotebookSEC #801-107270
Total AUM
$209.8M
Employees
5
Clients
175

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
(646) 693-7451

ReceiptFinancials

Total AUM
$209.8M
Accounts
719
Discretionary
$209.8M
Accounts
719
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
111
AUM
$60.2M
HNW Individual Clients
64
AUM
$149.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILMENJNYPATX

HandshakeAffiliates

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

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