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Building 2VOLUMETRIC ADVISERS

Map pin
Phone845-623-7637
NotebookSEC #801-23767
Total AUM
$37.6M
Employees
2
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
845-623-7637

ReceiptFinancials

Total AUM
$37.6M
Accounts
4
Discretionary
$37.6M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$210.1K
Investment Company Clients
1
AUM
$37.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
NY

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

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