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Building 2FINANCIAL ASSET MANAGEMENT CORP

Map pinCHAPPAQUA, NY
Phone914-238-8900
NotebookSEC #801-27858
Total AUM
$436.2M
Employees
3
Clients
205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
26 SOUTH GREELEY AVE
CHAPPAQUA
NY 10514
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
914-238-8900
Other Offices
1

ReceiptFinancials

Total AUM
$436.2M
Accounts
846
Discretionary
$387.6M
Accounts
785
Non-Discretionary
$48.5M
Accounts
61

ContactClients

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Individual Clients
99
AUM
$51.2M
HNW Individual Clients
105
AUM
$382.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNJNYPA

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

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