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Building 2ALTAR ROCK

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Phone(917) 226-0565
NotebookSEC #801-134664
Total AUM
$158.7M
Employees
8
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(917) 226-0565

ReceiptFinancials

Total AUM
$158.7M
Accounts
111
Discretionary
$158.7M
Accounts
111
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$2.5M
HNW Individual Clients
23
AUM
$154.2M
Insurance Company Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PRIVATE PLACEMENT LIFE INSURANCE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMINY

HandshakeAffiliates

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

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