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Building 2INVEST IN VOL LLC

Map pin
Phone203-998-6005
NotebookSEC #801-114410
Total AUM
$25.2M
Employees
5
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
203-998-6005
Other Offices
2

ReceiptFinancials

Total AUM
$25.2M
Accounts
123
Discretionary
$25.1M
Accounts
120
Non-Discretionary
$100K
Accounts
3

ContactClients

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Individual Clients
35
AUM
$2.5M
HNW Individual Clients
75
AUM
$17.9M
Investment Advisor Clients
2
AUM
$4.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLINKSNHNJNYTX

HandshakeAffiliates

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

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