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Building 2WALLSTREETI.COM

Map pinNEW YORK, NY
Phone855-888-9255
NotebookSEC #801-122440
Total AUM
$105.2M
Employees
1
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
48 WALL STREET
11TH FLOOR
NEW YORK
NY 10005
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
855-888-9255

ReceiptFinancials

Total AUM
$105.2M
Accounts
87
Discretionary
$0
Accounts
0
Non-Discretionary
$105.2M
Accounts
87

ContactClients

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HNW Individual Clients
87
AUM
$105.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANY

HandshakeAffiliates

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

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