Sign in
Create a free account
PERFORMANCE FINANCIAL SERVICES LLC
203-259-5669
SEC #801-56744Total AUM
$27.3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
203-259-5669
Financials
Total AUM
$27.3M
Accounts
79Discretionary
$11.2M
Accounts
69Non-Discretionary
$16.1M
Accounts
10
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTNJNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.