1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SECFI ADVISORY LIMITED

Map pinNEW YORK, NY
Phone(707) 652-9961
NotebookSEC #801-126017
Total AUM
$225.9M
Employees
15
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 BROADWAY
10TH FLOOR
NEW YORK
NY 10004
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(707) 652-9961
Other Offices
1

ReceiptFinancials

Total AUM
$225.9M
Accounts
55
Discretionary
$175.6M
Accounts
53
Non-Discretionary
$50.3M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
51
AUM
$44.5M
Pooled Vehicle Clients
4
AUM
$181.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANJNYTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account