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Building 2NEWDAY

Map pinSOUTHBURY, CT
Phone415-935-0550
NotebookSEC #801-112212
Total AUM
$6.5M
Employees
2
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 UNION SQUARE
UNIT #1123
SOUTHBURY
CT 06488
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
415-935-0550

ReceiptFinancials

Total AUM
$6.5M
Accounts
3
Discretionary
$6.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$6.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMNNYOHWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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