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Building 2MINERVA WEALTH ADVISORY

Map pinNEW YORK, NY
Phone646-934-6874
NotebookSEC #801-118636
Total AUM
$79.5M
Employees
2
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 MADISON AVENUE
FLOOR 5
NEW YORK
NY 10016
United States
Operating Hours
9 - 5
Monday - Friday
Phone
646-934-6874

ReceiptFinancials

Total AUM
$79.5M
Accounts
97
Discretionary
$79.5M
Accounts
97
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$4M
HNW Individual Clients
24
AUM
$74.9M
Other Clients
1
AUM
$543.2K
Description of Other Clients
ESTATE

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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

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