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Building 2ATWOB

Map pinKATONAH, NY
Phone(914) 302-3233
NotebookSEC #801-118588
Total AUM
$113.9M
Employees
3
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 PARKWAY
2ND FLOOR
KATONAH
NY 10536
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(914) 302-3233

ReceiptFinancials

Total AUM
$113.9M
Accounts
275
Discretionary
$90.3M
Accounts
267
Non-Discretionary
$23.6M
Accounts
8

ContactClients

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Individual Clients
71
AUM
$26M
HNW Individual Clients
26
AUM
$76.3M
Pension/Profit Sharing Plan Clients
1
AUM
$8.3M
Charitable Organization Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYTX

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

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