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Building 2ROSCI LAMB, LLC

Map pinNEW YORK, NY
Phone646 479 9965
NotebookSEC #801-133777
Total AUM
$65M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 WALL ST.
STE 2015
NEW YORK
NY 10005
United States
Operating Hours
BY APPOINTEMENT
Monday - Friday
Phone
646 479 9965

ReceiptFinancials

Total AUM
$65M
Accounts
37
Discretionary
$44.1M
Accounts
13
Non-Discretionary
$20.9M
Accounts
24

ContactClients

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Individual Clients
1
AUM
$165.4K
HNW Individual Clients
15
AUM
$21.8M
Corporation or Business Clients
1
AUM
$43M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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