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Building 2SIMPLEADVISORY LLC

Map pinGARDEN CITY, NY
Phone516-464-5500
NotebookSEC #801-132138
Total AUM
$42.1M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 STEWART AVENUE
SUITE 210
GARDEN CITY
NY 11530
United States
Operating Hours
9AM-6PM
Monday - Friday
Phone
516-464-5500

ReceiptFinancials

Total AUM
$42.1M
Accounts
4
Discretionary
$42.1M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$42.1M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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