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Building 2BALIS LEWITTES & COLEMAN, INC.

Map pinNEW YORK, NY
Phone212-350-4400
NotebookSEC #801-44029
Total AUM
$293.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
909 THIRD AVE
30TH FLOOR
NEW YORK
NY 10022
USA
Operating Hours
9 A.M. TO 5 P.M
Monday - Friday
Phone
212-350-4400

ReceiptFinancials

Total AUM
$293.6M
Accounts
627
Discretionary
$118.8M
Accounts
109
Non-Discretionary
$174.8M
Accounts
518

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
12B-1 FEES ON MUTUAL FUNDS AND MONEY MARKET ACCOUNTS

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CACOCTDCDEFLGAILKSMAMDMEMIMOMSNCNJNYOHORPARISCSDVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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