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Building 2WEMBLEY STRATEGIC ADVISORY LLC

Map pinNEW YORK, NY
Phone+1 212 495 9806
NotebookSEC #801-117508
Total AUM
$695.2M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 ST. JOHN'S LANE
NEW YORK
NY 10013
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
+1 212 495 9806

ReceiptFinancials

Total AUM
$695.2M
Accounts
35
Discretionary
$408.7M
Accounts
17
Non-Discretionary
$286.5M
Accounts
18

ContactClients

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HNW Individual Clients
5
AUM
$682.4M
Pooled Vehicle Clients
6
AUM
$12.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
DUE DILIGENCE ON PRIVATE INVESTMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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