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Building 2FRUITFUL

Map pinNEW YORK, NY
Phone833-784-8050
NotebookSEC #801-126497
Total AUM
$25.2M
Employees
44
Clients
351

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
335 MADISON AVE., SUITE 5H
NEW YORK
NY 10017
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
833-784-8050
Other Offices
1

ReceiptFinancials

Total AUM
$25.2M
Accounts
620
Discretionary
$25.2M
Accounts
620
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
350
AUM
$23.9M
HNW Individual Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILKYLAMAMDMIMNMONCNENHNJNYOHOKORPARISCTNTXUTVAWAWI

HandshakeAffiliates

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

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