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Building 2SEASONS OF ADVICE WEALTH MANAGEMENT

Map pinNEW YORK, NY
Phone212-977-3111
NotebookSEC #801-119603
Total AUM
$1.2B
Employees
20
Clients
891

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 WEST 45TH STREET
NEW YORK
NY 10036
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
212-977-3111
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
3,504
Discretionary
$1.1B
Accounts
3,399
Non-Discretionary
$69.5M
Accounts
105

ContactClients

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Individual Clients
523
AUM
$164.3M
HNW Individual Clients
368
AUM
$1.1B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INSURANCE, CREDIT AND CASH MANAGEMENT SOLUTIONS.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLILINMAMDMNNCNHNJNYOHORPASCTXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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