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Building 2VESTWELL ADVISORS LLC

Map pinNEW YORK, NY
Phone917-979-5358
NotebookSEC #801-107981
Total AUM
$1B
Employees
30
Clients
83,311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 MADISON AVENUE
15TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9AM-6PM
Monday - Friday
Phone
917-979-5358

ReceiptFinancials

Total AUM
$1B
Accounts
83,310
Discretionary
$0
Accounts
0
Non-Discretionary
$1B
Accounts
83,310

ContactClients

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Individual Clients
81,310
AUM
$344.3M
Pension/Profit Sharing Plan Clients
2,000
AUM
$681.8M
Investment Advisor Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementOther Services
Other Services
3(38) ERISA INVESTMENT MANAGER
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

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

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