EDLY ADVISORS
Total AUM
$19.8M
Employees
2Clients
30Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 BANK STREET
SUITE 630
WHITE PLAINS
NY 10606
United States
SUITE 630
WHITE PLAINS
NY 10606
United States
Operating Hours
9 AM TO 6 PM
Monday - Friday
Monday - Friday
Phone
(914) 785-8344
Financials
Total AUM
$19.8M
Accounts
30Discretionary
$2.5M
Accounts
26Non-Discretionary
$17.3M
Accounts
4
Clients
Individual Clients
18AUM
$154.4K
HNW Individual Clients
6AUM
$826.6K
Pooled Vehicle Clients
5AUM
$8.6M
Investment Advisor Clients
1AUM
$10.2M
Services
Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTDCFLILINLAMAMDNJNYPATXWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.