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Building 2EKO

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Phone(917)7449432
NotebookSEC #801-120685
Total AUM
$74.9M
Employees
12
Clients
68,370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
09:00-17:00
Monday - Friday
Phone
(917)7449432

ReceiptFinancials

Total AUM
$74.9M
Accounts
68,370
Discretionary
$47.9M
Accounts
53,390
Non-Discretionary
$27M
Accounts
14,980

ContactClients

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Individual Clients
68,370
AUM
$74.9M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAIDINKSLAMAMDMEMIMNNDNENHNJNMNYTNTXVTWAWI

HandshakeAffiliates

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

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