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

Building 2DERASTONE

Map pin
Phone(914) 685-6851
NotebookSEC #801-113640
Total AUM
$84.3M
Employees
1
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(914) 685-6851

ReceiptFinancials

Total AUM
$84.3M
Accounts
26
Discretionary
$84.3M
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
10
AUM
$1.7M
HNW Individual Clients
9
AUM
$35.8M
Corporation or Business Clients
1
AUM
$46.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account