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

Building 2MONEYLION

Map pinNEW YORK, NY
Phone212-300-9865
NotebookSEC #801-111640
Total AUM
$12.4M
Employees
13
Clients
732,776

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
249-245 W 17TH ST
FLOOR 4
NEW YORK
NY 10011
United States
Operating Hours
8:00AM - 5:30PM
Monday - Friday
Phone
212-300-9865

ReceiptFinancials

Total AUM
$12.4M
Accounts
738,184
Discretionary
$11.9M
Accounts
730,675
Non-Discretionary
$446.1K
Accounts
7,509

ContactClients

View more in analytics →

Individual Clients
732,776
AUM
$12.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPublications
Compensation Types
Charges Other Fee
Other Compensation
$1-5/MONTH DISCRETIONARY ACCT FEE; MEMBERSHIP FEE TO AFFILIATE

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

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

Feature requires an account