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Building 2EXCOMP ASSET MANAGEMENT LTD

Map pinMELVILLE, NY
Phone(631)465-9670
NotebookSEC #801-43057
Total AUM
$140.2M
Employees
5
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 BROADHOLLOW RD
SUITE 318
MELVILLE
NY 11747
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(631)465-9670

ReceiptFinancials

Total AUM
$140.2M
Accounts
146
Discretionary
$140.2M
Accounts
146
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$50M
HNW Individual Clients
36
AUM
$76.4M
Pension/Profit Sharing Plan Clients
9
AUM
$13.8M

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
FLNJNYTX

HandshakeAffiliates

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

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