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Building 2ASCENT/MEREDITH PORTFOLIO MANAGEMENT INC

Map pinNEW YORK, NY
Phone212-969-9292
NotebookSEC #801-56963
Total AUM
$956.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
712 FIFTH AVENUE
NEW YORK
NY 10019
USA
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
212-969-9292

ReceiptFinancials

Total AUM
$956.8M
Accounts
264
Discretionary
$940.3M
Accounts
260
Non-Discretionary
$16.5M
Accounts
4

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 Other FeeCharges Percentage AUM
Other Compensation
SEE SCHEDULE D

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMINCNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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