JEFFREY J. TRESTER & CO.
Total AUM
$39M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
516-466-2035
Financials
Total AUM
$39M
Accounts
20Discretionary
$31.9M
Accounts
4Non-Discretionary
$7.1M
Accounts
16
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.