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Building 2VALUR ROBO ADVISORS

Map pinNEW YORK, NY
Phone415-968-9304
NotebookSEC #801-123279
Total AUM
$26.5K
Employees
2
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 8TH AVENUE,
FRNT 3 #1851
NEW YORK
NY 10018
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
415-968-9304

ReceiptFinancials

Total AUM
$26.5K
Accounts
15
Discretionary
$3.3K
Accounts
1
Non-Discretionary
$23.2K
Accounts
14

ContactClients

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HNW Individual Clients
14
AUM
$26.5K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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