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Building 2ZAMP INVEST

Map pin
Phone6507767898
NotebookSEC #801-127237
Total AUM
$108.5M
Employees
6
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10-5
Monday - Friday
Phone
6507767898
Other Offices
1

ReceiptFinancials

Total AUM
$108.5M
Accounts
97
Discretionary
$108.5M
Accounts
97
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$4M
Corporation or Business Clients
96
AUM
$104.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADETX

HandshakeAffiliates

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

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