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Building 2LAVIEN ADVISORS, LLC

Map pinJEFFERSONVILLE, NY
Phone212-418-1700
NotebookSEC #801-113078
Total AUM
$270.8M
Employees
2
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4919 STATE ROUTE 52
JEFFERSONVILLE
NY 12748
United States
Operating Hours
9-5
Monday - Friday
Phone
212-418-1700

ReceiptFinancials

Total AUM
$270.8M
Accounts
6
Discretionary
$270.8M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
6
AUM
$270.8M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
0

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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