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Building 2PRAXIA FINANCIAL SERVICES, LLC

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Phone(203) 209-2785
NotebookSEC #801-123322
Total AUM
$58.3M
Employees
3
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(203) 209-2785
Other Offices
2

ReceiptFinancials

Total AUM
$58.3M
Accounts
39
Discretionary
$3.9M
Accounts
23
Non-Discretionary
$54.4M
Accounts
16

ContactClients

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Individual Clients
17
AUM
$5.6M
HNW Individual Clients
1
AUM
$52.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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