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Building 2WISDOM CAPITAL ASSET MANAGEMENT, LLC

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Phone9173970393
NotebookSEC #801-128392
Total AUM
$71M
Employees
2
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30AM - 4:30PM
Monday - Friday
Phone
9173970393

ReceiptFinancials

Total AUM
$71M
Accounts
49
Discretionary
$71M
Accounts
49
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
21
AUM
$40.9M
Pooled Vehicle Clients
1
AUM
$8.6M
Investment Advisor Clients
2
AUM
$511.4K
Corporation or Business Clients
2
AUM
$1.5M
Other Clients
3
AUM
$19.6M
Description of Other Clients
FAMILY OFFICES

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
NY

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

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