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Building 2EDEN ADVISORY SERVICES, LLC

Map pinALBANY, NY
Phone(518) 203-8833
NotebookSEC #801-135828
Total AUM
$27.8M
Employees
3
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
187 WOLF RD
SUITE 300
ALBANY
NY 12205
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(518) 203-8833

ReceiptFinancials

Total AUM
$27.8M
Accounts
177
Discretionary
$27.8M
Accounts
177
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
172
AUM
$21.4M
HNW Individual Clients
5
AUM
$6.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
NY

HandshakeAffiliates

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

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