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Building 2JESUP & LAMONT ADVISORS

Map pinNEW YORK, NY
Phone407-774-1300
NotebookSEC #801-57005
Total AUM
$26M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
623 FIFTH AVENUE
17TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
407-774-1300

ReceiptFinancials

Total AUM
$26M
Accounts
250
Discretionary
$26M
Accounts
250
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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