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Building 2O'KEEFE STEVENS ADVISORY, INC.

Map pin
Phone585-340-6538
NotebookSEC #801-109944
Total AUM
$585.6M
Employees
8
Clients
357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30-5:00
Monday - Friday
Phone
585-340-6538

ReceiptFinancials

Total AUM
$585.6M
Accounts
943
Discretionary
$585.6M
Accounts
943
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
200
AUM
$74.7M
HNW Individual Clients
157
AUM
$511M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGANYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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