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Building 2FUTURE YOU WEALTH

Map pinNEW YORK, NY
Phone(917) 397-6531
NotebookSEC #801-122696
Total AUM
$177.8M
Employees
4
Clients
318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 VESEY STREET
24TH FLOOR
NEW YORK
NY 10281
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(917) 397-6531

ReceiptFinancials

Total AUM
$177.8M
Accounts
894
Discretionary
$177.8M
Accounts
894
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
258
AUM
$66.7M
HNW Individual Clients
57
AUM
$109.9M
Charitable Organization Clients
3
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILMANCNHNJNYOHPATX

HandshakeAffiliates

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

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