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Building 2ETHIC

Map pinNEW YORK, NY
Phone(646) 687-6744
NotebookSEC #801-107290
Total AUM
$7.8B
Employees
76
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 HUDSON STREET, 17TH FLOOR
NEW YORK
NY 10013
United States
Operating Hours
9:00AM-6:00PM
Monday - Friday
Phone
(646) 687-6744

ReceiptFinancials

Total AUM
$7.8B
Accounts
2,936
Discretionary
$7.8B
Accounts
2,936
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$35.2M
HNW Individual Clients
14
AUM
$132M
Charitable Organization Clients
23
AUM
$552M
Investment Advisor Clients
98
AUM
$5.1B
Insurance Company Clients
1
AUM
$252.5M
Corporation or Business Clients
20
AUM
$1.7B

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILLAMANENYTX

HandshakeAffiliates

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

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