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Building 2SINCERUS ADVISORY

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Phone(212) 203-7376
NotebookSEC #801-119083
Total AUM
$222M
Employees
4
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(212) 203-7376
Other Offices
4

ReceiptFinancials

Total AUM
$222M
Accounts
582
Discretionary
$203.8M
Accounts
581
Non-Discretionary
$18.2M
Accounts
1

ContactClients

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Individual Clients
113
AUM
$61.2M
HNW Individual Clients
45
AUM
$114.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Charitable Organization Clients
3
AUM
$20.4M
Corporation or Business Clients
7
AUM
$23.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGANHNJNYTX

HandshakeAffiliates

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

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