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Building 2EXCELSIOR

Map pinMELVILLE, NY
Phone516-765-7400
NotebookSEC #801-120085
Total AUM
$18.2M
Employees
1
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 BROADHOLLOW ROAD
SUITE 207
MELVILLE
NY 11747
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
516-765-7400
Other Offices
1

ReceiptFinancials

Total AUM
$18.2M
Accounts
62
Discretionary
$18.2M
Accounts
62
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$2.3M
HNW Individual Clients
8
AUM
$15.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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