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Building 2SCHOOL OF PERSONAL FINANCE

Map pin
Phone914-860-3615
NotebookSEC #801-135660
Total AUM
$28.7M
Employees
1
Clients
32

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
914-860-3615

ReceiptFinancials

Total AUM
$28.7M
Accounts
81
Discretionary
$28.7M
Accounts
81
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$7.7M
HNW Individual Clients
9
AUM
$21M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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

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