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Building 2DOMAIN MONEY ADVISORS, LLC

Map pinNEW YORK, NY
Phone646-970-6926
NotebookSEC #801-122828
Total AUM
$43.3M
Employees
39
Clients
182

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
32 MERCER ST.
3RD FLOOR
NEW YORK
NY 10013
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
646-970-6926

ReceiptFinancials

Total AUM
$43.3M
Accounts
372
Discretionary
$43.3M
Accounts
372
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
167
AUM
$15.5M
HNW Individual Clients
15
AUM
$27.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Subscription Fee

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
AZCACOCTDCFLGAIDILINKSKYMAMDMIMNMOMTNCNHNJNVNYOHORPASCTNTXUTVAVTWAWI

HandshakeAffiliates

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

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