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Building 2YEAGER WOOD & MARSHALL INC

Map pinNEW YORK, NY
Phone212-765-5350
NotebookSEC #801-4955
Total AUM
$594.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
630 FIFTH AVE
SUITE 2900
NEW YORK
NY 10111
USA
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
212-765-5350

ReceiptFinancials

Total AUM
$594.5M
Accounts
32
Discretionary
$561.4M
Accounts
29
Non-Discretionary
$33.1M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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