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Building 2OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC

Map pinNEW YORK, NY
Phone212.256.1334
NotebookSEC #801-113781
Total AUM
$305M
Employees
3
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 WALL STREET FLOOR 28
NEW YORK
NY 10005
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
212.256.1334

ReceiptFinancials

Total AUM
$305M
Accounts
26
Discretionary
$1M
Accounts
5
Non-Discretionary
$304M
Accounts
21

ContactClients

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Individual Clients
11
AUM
$0
HNW Individual Clients
3
AUM
$0
Pension/Profit Sharing Plan Clients
16
AUM
$305M

Briefcase businessServices

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Services Offered
Financial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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