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Building 2SECURITY ASSET MANAGEMENT, INC.

Map pinNEW YORK, NY
Phone212-644-5444
NotebookSEC #801-37198
Total AUM
$295.5M
Employees
4
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1350 AVENUE OF THE AMERICAS
3RD FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
212-644-5444

ReceiptFinancials

Total AUM
$295.5M
Accounts
106
Discretionary
$285.7M
Accounts
101
Non-Discretionary
$9.8M
Accounts
5

ContactClients

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Individual Clients
10
AUM
$594.4K
HNW Individual Clients
90
AUM
$267.3M
Charitable Organization Clients
1
AUM
$7.3M
Government Entity Clients
1
AUM
$12.7M
Corporation or Business Clients
1
AUM
$7.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANJNYPARITX

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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