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

Building 2PROLIFIC SOLUTIONS

Map pinNEW YORK, NY
Phone(646) 988- 5216
NotebookSEC #801-126440
Total AUM
$88.5M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 MADISON AVE
8TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
Phone
(646) 988- 5216
Other Offices
2

ReceiptFinancials

Total AUM
$88.5M
Accounts
91
Discretionary
$88.5M
Accounts
91
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
14
AUM
$2.8M
HNW Individual Clients
41
AUM
$83.5M
Pension/Profit Sharing Plan Clients
2
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account