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Building 2GREYLAG

Map pinWILTON, CT
Phone203-266-3330
NotebookSEC #801-129666
Total AUM
$2K
Employees
2
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 RIVER ROAD, SUITE 15B
WILTON
CT 06897
United States
Operating Hours
8:00 TO 4:30
Monday - Friday
Phone
203-266-3330

ReceiptFinancials

Total AUM
$2K
Accounts
2
Discretionary
$2K
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$2K

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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