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Building 2GREYCLIFF WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone201-738-2818
NotebookSEC #801-118270
Total AUM
$83.8M
Employees
4
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1185 6TH AVE, FLOOR 3
NEW YORK
NY 10036
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
201-738-2818
Other Offices
2

ReceiptFinancials

Total AUM
$83.8M
Accounts
222
Discretionary
$83.8M
Accounts
222
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
88
AUM
$20.5M
HNW Individual Clients
58
AUM
$59.5M
Corporation or Business Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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