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Building 2NOTARO WEALTH ADVISORY

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Phone+1 (212) 859-0280
NotebookSEC #801-134533
Total AUM
$9.5M
Employees
1
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:00PM - 4:00AM EST (7:00AM-5:PM EST); AVAILABLE BY APPOINTMENT
Monday - Friday
Phone
+1 (212) 859-0280

ReceiptFinancials

Total AUM
$9.5M
Accounts
32
Discretionary
$9.5M
Accounts
32
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$4.1M
HNW Individual Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANYTX

HandshakeAffiliates

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

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