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Building 2ALTAR ROCK

Map pin
Phone917 226 0565
NotebookSEC #801-128165
Total AUM
$3.1M
Employees
11
Clients
1

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
917 226 0565

ReceiptFinancials

Total AUM
$3.1M
Accounts
1
Discretionary
$3.1M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$3.1M

Briefcase businessServices

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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
MA

HandshakeAffiliates

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

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