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Building 2WOLFE RESEARCH ADVISORS, LLC

Map pinNEW YORK, NY
Phone646-845-0700
NotebookSEC #801-117532
Total AUM
$55.8M
Employees
98
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
757 THIRD AVENUE
6TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
646-845-0700
Other Offices
1

ReceiptFinancials

Total AUM
$55.8M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$55.8M
Accounts
1

ContactClients

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Pooled Vehicle Clients
1
AUM
$55.8M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
RESEARCH REPORTS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
COMMISSIONS TO AFFILIATED BROKER

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTMANJNYPA

HandshakeAffiliates

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

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