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Building 2VERTIGO STRATEGIES, LLC

Map pinENGLEWOOD, NJ
Phone201-569-5269
NotebookSEC #801-119198
Total AUM
$186.4M
Employees
2
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
285 GRAND AVENUE
BUILDING ONE
ENGLEWOOD
NJ 07631
United States
Operating Hours
9-5
Monday - Friday
Phone
201-569-5269

ReceiptFinancials

Total AUM
$186.4M
Accounts
38
Discretionary
$186.4M
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
37
AUM
$160.2M
Pooled Vehicle Clients
1
AUM
$26.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
NJ

HandshakeAffiliates

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

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