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Building 2VISE AI ADVISORS

Map pinNEW YORK CITY, NY
Phone201-375-3969
NotebookSEC #801-116970
Total AUM
$6B
Employees
44
Clients
10,692

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 BROADWAY
3RD FLOOR
NEW YORK CITY
NY 10012
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
201-375-3969

ReceiptFinancials

Total AUM
$6B
Accounts
10,692
Discretionary
$6B
Accounts
10,692
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9,104
AUM
$1.9B
HNW Individual Clients
1,319
AUM
$3.9B
Pension/Profit Sharing Plan Clients
150
AUM
$75M
Charitable Organization Clients
3
AUM
$248.3K
Corporation or Business Clients
116
AUM
$229.7M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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