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Building 2FOLIOBEYOND, LLC

Map pin
Phone212-397-7539
NotebookSEC #801-113952
Total AUM
$206.6M
Employees
7
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
212-397-7539

ReceiptFinancials

Total AUM
$206.6M
Accounts
40
Discretionary
$206.6M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$6.8M
HNW Individual Clients
1
AUM
$523.4K
Investment Company Clients
1
AUM
$193.5M
Pooled Vehicle Clients
2
AUM
$3.8M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Investment Advisor Clients
1
AUM
$741.5K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RISK-ADJUSTED ADVICE (USING AN INTERNET PLATFORM ONLY)
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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

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