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Building 2SETTANNI FINANCIAL LLC

Map pinARMONK, NY
Phone(914) 767-0974
NotebookSEC #801-114219
Total AUM
$397M
Employees
4
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
84 BUSINESS PARK DRIVE
SUITE 302
ARMONK
NY 10504
United States
Operating Hours
9:00 AM TO 5:00PM
Monday - Friday
Phone
(914) 767-0974
Other Offices
1

ReceiptFinancials

Total AUM
$397M
Accounts
457
Discretionary
$356.6M
Accounts
451
Non-Discretionary
$40.5M
Accounts
6

ContactClients

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Individual Clients
105
AUM
$49.5M
HNW Individual Clients
50
AUM
$286.1M
Pension/Profit Sharing Plan Clients
1
AUM
$4.2M
Charitable Organization Clients
1
AUM
$30.3M
Corporation or Business Clients
5
AUM
$26.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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