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Building 2LESLIE MARIE GIORDANO

Map pinGARDEN CITY, NY
Phone516-747-5210
NotebookSEC #801-118442
Total AUM
$62.6M
Employees
1
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1325 FRANKLIN AVE
STE. 255
GARDEN CITY
NY 11530
United States
Operating Hours
8:30AM - 5:30 PM
Monday - Friday
Phone
516-747-5210

ReceiptFinancials

Total AUM
$62.6M
Accounts
150
Discretionary
$62.6M
Accounts
150
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
144
AUM
$32.2M
HNW Individual Clients
6
AUM
$12.1M
Pension/Profit Sharing Plan Clients
3
AUM
$18.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNYPATX

HandshakeAffiliates

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

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