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Building 2OXLER PRIVATE WEALTH

Map pinRYE BROOK, NY
Phone212-785-2860
NotebookSEC #801-119258
Total AUM
$578.1M
Employees
4
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 WESTCHESTER AVE
SUITE 641N
RYE BROOK
NY 10573
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-785-2860
Other Offices
4

ReceiptFinancials

Total AUM
$578.1M
Accounts
291
Discretionary
$574.9M
Accounts
286
Non-Discretionary
$3.3M
Accounts
5

ContactClients

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Individual Clients
65
AUM
$33.1M
HNW Individual Clients
46
AUM
$503.4M
Pension/Profit Sharing Plan Clients
7
AUM
$7.6M
Charitable Organization Clients
3
AUM
$4.5M
Corporation or Business Clients
1
AUM
$727
Other Clients
29
AUM
$29.6M
Description of Other Clients
IRREVOCABLE TRUSTS

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET ALLOCATION SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILLANHNVNYTXVA

HandshakeAffiliates

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

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