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Building 2EDLY ADVISORS

Map pinWHITE PLAINS, NY
Phone(914) 785-8344
NotebookSEC #801-129144
Total AUM
$19.8M
Employees
2
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 BANK STREET
SUITE 630
WHITE PLAINS
NY 10606
United States
Operating Hours
9 AM TO 6 PM
Monday - Friday
Phone
(914) 785-8344

ReceiptFinancials

Total AUM
$19.8M
Accounts
30
Discretionary
$2.5M
Accounts
26
Non-Discretionary
$17.3M
Accounts
4

ContactClients

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Individual Clients
18
AUM
$154.4K
HNW Individual Clients
6
AUM
$826.6K
Pooled Vehicle Clients
5
AUM
$8.6M
Investment Advisor Clients
1
AUM
$10.2M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCFLILINLAMAMDNJNYPATXWA

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

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