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Building 2BANTAM INC.

Map pinSTAATSBURG, NY
Phone(845) 605-1007
NotebookSEC #801-118447
Total AUM
$11.3M
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
107 EAST MEADOWBROOK LANE
STAATSBURG
NY 12580
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
(845) 605-1007

ReceiptFinancials

Total AUM
$11.3M
Accounts
6
Discretionary
$10.2M
Accounts
5
Non-Discretionary
$1.1M
Accounts
1

ContactClients

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HNW Individual Clients
3
AUM
$11.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FLAT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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