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Building 2POLERO ICE ADVISERS

Map pin
Phone917-837-0440
NotebookSEC #801-135274
Total AUM
$106M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10:00-19:30
Monday - Friday
Phone
917-837-0440

ReceiptFinancials

Total AUM
$106M
Accounts
143
Discretionary
$106M
Accounts
143
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$2.8M
HNW Individual Clients
37
AUM
$103.2M
Charitable Organization Clients
1
AUM
$55K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

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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