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Building 2GLOBAL LISTING ACCELERATOR

Map pinNEW YORK, NY
Phone646-905-1039
NotebookSEC #801-128620
Total AUM
$27M
Employees
6
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 WEST 38TH STREET 4FL, STE 536
NEW YORK
NY 10018
United States
Operating Hours
10:00-4:00
Monday - Friday
Phone
646-905-1039

ReceiptFinancials

Total AUM
$27M
Accounts
5
Discretionary
$11M
Accounts
2
Non-Discretionary
$16M
Accounts
3

ContactClients

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Investment Company Clients
2
AUM
$11M
Corporation or Business Clients
3
AUM
$16M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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