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Building 2KORE PRIVATE WEALTH, LLC

Map pinNEW YORK, NY
Phone212-321-4220
NotebookSEC #801-113082
Total AUM
$5.1B
Employees
27
Clients
783

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 MADISON AVE.
29TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
212-321-4220
Other Offices
3

ReceiptFinancials

Total AUM
$5.1B
Accounts
5,836
Discretionary
$5.1B
Accounts
5,836
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$11.5M
HNW Individual Clients
485
AUM
$4.3B
Pooled Vehicle Clients
1
AUM
$10K
Pension/Profit Sharing Plan Clients
96
AUM
$77M
Charitable Organization Clients
42
AUM
$135.5M
Insurance Company Clients
1
AUM
$1.8M
Corporation or Business Clients
125
AUM
$546.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMANJNYPATNTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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