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Building 2STEADY RETURNS

Map pin
Phone(561) 400-5970
NotebookSEC #801-121868
Total AUM
$159.8M
Employees
3
Clients
336

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(561) 400-5970
Other Offices
1

ReceiptFinancials

Total AUM
$159.8M
Accounts
537
Discretionary
$159.8M
Accounts
537
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
261
AUM
$67.8M
HNW Individual Clients
75
AUM
$92.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PROMOTER FEES

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZFLKSNCNYOKTXVA

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

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