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Building 2WELARA

Map pin
Phone917-524-6125
NotebookSEC #801-133829
Total AUM
$83.7M
Employees
13
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 6PM EST
Monday - Friday
Phone
917-524-6125

ReceiptFinancials

Total AUM
$83.7M
Accounts
12
Discretionary
$58M
Accounts
9
Non-Discretionary
$25.7M
Accounts
3

ContactClients

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HNW Individual Clients
1
AUM
$40.3M
Pooled Vehicle Clients
8
AUM
$43.5M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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