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

Building 2AGENTRISK

Map pin
Phone315-925-7475
NotebookSEC #801-107680
Total AUM
$3.5M
Employees
4
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 AM
Monday - Friday
Phone
315-925-7475

ReceiptFinancials

Total AUM
$3.5M
Accounts
16
Discretionary
$3.5M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
4
AUM
$348.9K
HNW Individual Clients
12
AUM
$3.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account