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Building 2CAROL H. BALDI, INC.

Map pinNEW YORK, NY
Phone212-697-6266
NotebookSEC #801-15105
Total AUM
$41.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
420 LEXINGTON AVE
SUITE 2745
NEW YORK
NY 10170
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-697-6266

ReceiptFinancials

Total AUM
$41.7M
Accounts
14
Discretionary
$33.5M
Accounts
13
Non-Discretionary
$8.2M
Accounts
1

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Commission

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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