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TRUSTED ADVISORS
NEW YORK, NY
917-206-3365
SEC #801-56859Total AUM
$63.3M
Employees
31Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1740 BROADWAY
MD 9-14
NEW YORK
NY 10019
USA
MD 9-14
NEW YORK
NY 10019
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
917-206-3365
Financials
Total AUM
$63.3M
Accounts
258Discretionary
$0
Accounts
0Non-Discretionary
$63.3M
Accounts
258
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AZCACOCTDCFLGAIAIDILINKYMAMDMEMNMTNCNDNHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.