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

Building 2TITAN

Map pinNEW YORK, NY
Phone973-490-4042
NotebookSEC #801-112142
Total AUM
$1.1B
Employees
33
Clients
41,733

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
508 LAGUARDIA PLACE
NEW YORK
NY 10012
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
973-490-4042

ReceiptFinancials

Total AUM
$1.1B
Accounts
50,651
Discretionary
$1.1B
Accounts
50,651
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
38,871
AUM
$684.5M
HNW Individual Clients
2,862
AUM
$397.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
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