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Building 2MULTIGENERATIONAL.BLACK INC.

Map pin
Phone(917) 971-6155
NotebookSEC #801-126869
Total AUM
$43.1K
Employees
1
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(917) 971-6155

ReceiptFinancials

Total AUM
$43.1K
Accounts
3
Discretionary
$43.1K
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$30K
HNW Individual Clients
1
AUM
$13.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
401(K) DESIGN SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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