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Building 2VISDOM INVESTMENT GROUP LLC

Map pinRYE BROOK, NY
Phone(203) 803-7222
NotebookSEC #801-130619
Total AUM
$53.1M
Employees
4
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 INTERNATIONAL DRIVE
SUITE 110
RYE BROOK
NY 10573
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(203) 803-7222
Other Offices
1

ReceiptFinancials

Total AUM
$53.1M
Accounts
10
Discretionary
$53.1M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
9
AUM
$49.5M
Corporation or Business Clients
1
AUM
$3.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTTX

HandshakeAffiliates

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

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