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Building 2CARMA ADVISORY SOCIETA DI CONSULENZA FINANZIARIA SRL

Map pinMOSCIANO SANT'ANGELO (TE)
Phone0039 085 9943195
NotebookSEC #801-110256
Total AUM
$559.1K
Employees
1
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
VIALE EUROPA 23 - C/O BLU BUSINESS PALACE
MOSCIANO SANT'ANGELO (TE)
64023
Italy
Operating Hours
8:30AM - 6PM
Monday - Friday
Phone
0039 085 9943195

ReceiptFinancials

Total AUM
$559.1K
Accounts
6
Discretionary
$559.1K
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
4
AUM
$518.7K
Corporation or Business Clients
1
AUM
$40.4K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SIGNAL PROVIDER SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SIGNAL PROVIDER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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