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Building 2PUREVEST

Map pinSTATEN ISLAND, NY
Phone(347) 466-4400
NotebookSEC #801-123242
Total AUM
$51.6M
Employees
2
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 SOUTH AVE
SUITE 85
STATEN ISLAND
NY 10314
United States
Operating Hours
9:30 - 4:00
Monday - Friday
Phone
(347) 466-4400

ReceiptFinancials

Total AUM
$51.6M
Accounts
91
Discretionary
$0
Accounts
0
Non-Discretionary
$51.6M
Accounts
91

ContactClients

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Individual Clients
81
AUM
$20M
HNW Individual Clients
10
AUM
$31.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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