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Building 2THE KOLTA GROUP LLC

Map pinNEW YORK, NY
Phone848-702-8548
NotebookSEC #801-112969
Total AUM
$25.9M
Employees
1
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 EAST 38TH ST.
UNIT 26F
NEW YORK
NY 10016
United States
Operating Hours
9:30 AM - 4:00 PM
Monday - Friday
Phone
848-702-8548

ReceiptFinancials

Total AUM
$25.9M
Accounts
23
Discretionary
$5.4M
Accounts
22
Non-Discretionary
$20.5M
Accounts
1

ContactClients

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Individual Clients
1
AUM
$20.5M
HNW Individual Clients
22
AUM
$5.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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