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Building 2OSPREY PRIVATE WEALTH LLC

Map pinNEW YORK, NY
Phone(646) 907-5800
NotebookSEC #801-130350
Total AUM
$448.4M
Employees
6
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 EAST 45TH STREET
SUITE 15B
NEW YORK
NY 10017
United States
Operating Hours
9-5
Monday - Friday
Phone
(646) 907-5800

ReceiptFinancials

Total AUM
$448.4M
Accounts
124
Discretionary
$448.4M
Accounts
124
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$3.8M
HNW Individual Clients
44
AUM
$340.4M
Charitable Organization Clients
2
AUM
$104.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMAMINY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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