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Building 2SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC

Map pinMONTEBELLO, NY
Phone845-369-9422
NotebookSEC #801-108742
Total AUM
$18.9M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 RELLA BOULEVARD
SUITE 157
MONTEBELLO
NY 10901
United States
Operating Hours
9 AM 5 PM
Monday - Friday
Phone
845-369-9422
Other Offices
1

ReceiptFinancials

Total AUM
$18.9M
Accounts
93
Discretionary
$18.9M
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
59
AUM
$11.3M
HNW Individual Clients
1
AUM
$5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MINJNYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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