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Building 2LIGHTEDWAY ADVISORY SERVICES, INC.

Map pinHARRISON, NY
Phone914-747-4717
NotebookSEC #801-120390
Total AUM
$115M
Employees
1
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
83 CALVERT ST
HARRISON
NY 10528
United States
Operating Hours
9:00AM - 6:00PM
TUESDAY,WEDNESDAY,THURSDAY
Phone
914-747-4717

ReceiptFinancials

Total AUM
$115M
Accounts
269
Discretionary
$115M
Accounts
269
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
67
AUM
$28.8M
HNW Individual Clients
200
AUM
$83.2M
Corporation or Business Clients
2
AUM
$3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYTX

HandshakeAffiliates

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

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