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Building 2EMPOWER PRIVATE WEALTH

Map pinNEW YORK, NY
Phone941-340-0404
NotebookSEC #801-130649
Total AUM
$34.5M
Employees
3
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 LEXINGTON AVENUE
NEW YORK
NY 10022
United States
Operating Hours
8AM-5PM
BY APPOINTMENT ONLY
Phone
941-340-0404

ReceiptFinancials

Total AUM
$34.5M
Accounts
26
Discretionary
$0
Accounts
0
Non-Discretionary
$34.5M
Accounts
26

ContactClients

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HNW Individual Clients
12
AUM
$2.4M
Insurance Company Clients
1
AUM
$7.4M
Corporation or Business Clients
4
AUM
$1.2M
Other Clients
9
AUM
$23.5M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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