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Building 2ELPHINSTONE

Map pinNEW YORK, NY
Phone+1 (212) 882-1067
NotebookSEC #801-119983
Total AUM
$1.4M
Employees
5
Clients
579

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
405 LEXINGTON AVE
SUITE 866
NEW YORK
NY 10174
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
+1 (212) 882-1067

ReceiptFinancials

Total AUM
$1.4M
Accounts
579
Discretionary
$0
Accounts
0
Non-Discretionary
$1.4M
Accounts
579

ContactClients

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Individual Clients
579
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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