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Building 2CURTIS & BISSONETTE INC

Map pinLAKE PLACID, NY
Phone518-523-2443
NotebookSEC #801-31670
Total AUM
$47.4M
Employees
3
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1992 SARANAC AVENUE - SUITE 2, CRESTVIEW PLAZA
LAKE PLACID
NY 12946
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
518-523-2443

ReceiptFinancials

Total AUM
$47.4M
Accounts
67
Discretionary
$44.2M
Accounts
59
Non-Discretionary
$3.2M
Accounts
8

ContactClients

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Individual Clients
14
AUM
$10.7M
HNW Individual Clients
16
AUM
$35.4M
Charitable Organization Clients
4
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

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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