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Building 2SATIS WEALTH MANAGEMENT

Map pinLONDON
Phone44 0 203 840 9970
NotebookSEC #801-134126
Total AUM
$586.2M
Employees
16
Clients
543

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
45 PALL MALL
LONDON
SW1Y 5JG
United Kingdom
Operating Hours
9.00 - 5.30
Monday - Friday
Phone
44 0 203 840 9970
Other Offices
1

ReceiptFinancials

Total AUM
$586.2M
Accounts
1,346
Discretionary
$109M
Accounts
190
Non-Discretionary
$477.2M
Accounts
1,156

ContactClients

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Individual Clients
373
AUM
$141.3M
HNW Individual Clients
170
AUM
$444.9M

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
NCTNTX

HandshakeAffiliates

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

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