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Building 2QUANTBASE

Map pinNEW YORK, NY
Phone9296821617
NotebookSEC #801-122782
Total AUM
$26.6M
Employees
2
Clients
5,887

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 WALL STREET
SUITE 801
NEW YORK
NY 10005
United States
Operating Hours
9-5
Monday - Friday
Phone
9296821617

ReceiptFinancials

Total AUM
$26.6M
Accounts
5,887
Discretionary
$26.6M
Accounts
5,887
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5,736
AUM
$21.7M
HNW Individual Clients
151
AUM
$4.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NYVA

HandshakeAffiliates

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

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