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Building 2STACKHABIT

Map pin
Phone833-784-2248
NotebookSEC #801-120460
Total AUM
$396.5K
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
833-784-2248

ReceiptFinancials

Total AUM
$396.5K
Accounts
14
Discretionary
$396.5K
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$396.5K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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