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Building 2RICHARD CERMINARA INVESTOR SERVICES, LLC

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Phone518-891-3355
NotebookSEC #801-119848
Total AUM
$25.1M
Employees
1
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
518-891-3355

ReceiptFinancials

Total AUM
$25.1M
Accounts
74
Discretionary
$25.1M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$16.2M
HNW Individual Clients
7
AUM
$8.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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