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Building 2TWENTYTHREE ADVISORY

Map pinNEW YORK, NY
Phone334-224-1791
NotebookSEC #801-132275
Total AUM
$41.1M
Employees
1
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
142 WEST 57TH STREET
11TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
334-224-1791

ReceiptFinancials

Total AUM
$41.1M
Accounts
5
Discretionary
$3.6M
Accounts
3
Non-Discretionary
$37.5M
Accounts
2

ContactClients

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HNW Individual Clients
4
AUM
$41.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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