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Building 2FEDERAL PREP

Map pinBOHEMIA, NY
Phone(631) 750-6499
NotebookSEC #801-118329
Total AUM
$80.1M
Employees
5
Clients
637

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1650 SYCAMORE AVE.
SUITE 23
BOHEMIA
NY 11716
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(631) 750-6499
Other Offices
4

ReceiptFinancials

Total AUM
$80.1M
Accounts
637
Discretionary
$0
Accounts
0
Non-Discretionary
$80.1M
Accounts
637

ContactClients

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Individual Clients
637
AUM
$80.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DEFLNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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