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Building 2RE-ENVISION WEALTH

Map pinNEW YORK, NY
Phone301-233-7903
NotebookSEC #801-123745
Total AUM
$136.6M
Employees
5
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 MADISON AVENUE,
8TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
301-233-7903
Other Offices
2

ReceiptFinancials

Total AUM
$136.6M
Accounts
228
Discretionary
$136.6M
Accounts
228
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$9.5M
HNW Individual Clients
29
AUM
$77.5M
Charitable Organization Clients
13
AUM
$49.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-Desist
State Registrations
DCMDNCNYTXVA

HandshakeAffiliates

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

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