1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALPINE SAXON WOODS

Map pinPURCHASE, NY
Phone914-251-0880
NotebookSEC #801-56910
Total AUM
$669.6M
Employees
12
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 WESTCHESTER AVENUE
SUITE 300
PURCHASE
NY 10577
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
914-251-0880

ReceiptFinancials

Total AUM
$669.6M
Accounts
161
Discretionary
$669.6M
Accounts
161
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
51
AUM
$12.9M
HNW Individual Clients
90
AUM
$203.4M
Pension/Profit Sharing Plan Clients
1
AUM
$9M
Charitable Organization Clients
17
AUM
$444.3M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account