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Building 2WISE MONEY ISRAEL

Map pinBINYAMINA
Phone+972-79-6984545
NotebookSEC #801-117258
Total AUM
$94.9M
Employees
4
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 HAMELACHA STREET
BINYAMINA
3057319
Israel
Operating Hours
9:00AM-6:00PM
SUNDAY-THURSDAY
Phone
+972-79-6984545

ReceiptFinancials

Total AUM
$94.9M
Accounts
193
Discretionary
$90M
Accounts
192
Non-Discretionary
$5M
Accounts
1

ContactClients

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Individual Clients
141
AUM
$37.2M
HNW Individual Clients
34
AUM
$43M
Charitable Organization Clients
1
AUM
$12.2M
Corporation or Business Clients
1
AUM
$2.5M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNEPASCTNTX

HandshakeAffiliates

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

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