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Building 2MAKARA

Map pinNEW YORK, NY
Phone425-390-4942
NotebookSEC #801-120614
Total AUM
$13M
Employees
17
Clients
7,716

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27 WEST 23RD STREET
6TH FLOOR
NEW YORK
NY 10010
United States
Operating Hours
9:00 AM - 5:00 PM
BY APPT ONLY
Phone
425-390-4942

ReceiptFinancials

Total AUM
$13M
Accounts
7,716
Discretionary
$13M
Accounts
7,716
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
7,707
AUM
$12.8M
Corporation or Business Clients
9
AUM
$174.1K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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