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Building 2IVESTA CORP

Map pinNEW YORK, NY
Phone917-864-0407
NotebookSEC #801-134671
Total AUM
$82M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1230 AVENUE OF THE AMERICAS
NEW YORK
NY 10023
United States
Operating Hours
9-5
Monday - Friday
Phone
917-864-0407

ReceiptFinancials

Total AUM
$82M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$82M
Accounts
1

ContactClients

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Corporation or Business Clients
1
AUM
$82M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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