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Building 2JSK ASSOCIATES INC.

Map pinWHITE PLAINS, NY
Phone914-949-9183
NotebookSEC #801-21958
Total AUM
$73.2M
Employees
4
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 BLOOMINGDALE ROAD
SUITE 3400
WHITE PLAINS
NY 10605
United States
Operating Hours
9:00AM TO 4:00 PM
Monday - Friday
Phone
914-949-9183
Other Offices
2

ReceiptFinancials

Total AUM
$73.2M
Accounts
255
Discretionary
$0
Accounts
0
Non-Discretionary
$73.2M
Accounts
255

ContactClients

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Individual Clients
168
AUM
$46.2M
HNW Individual Clients
15
AUM
$27M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLNYOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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