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Building 2ROBACK FERRARO & PEHL CPA'S LLP

Map pinMALTA, NY
Phone518-899-5544
NotebookSEC #801-57290
Total AUM
$23.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SARATOGA VILLAGE BLVD. SUITE 36
MALTA
NY 12020
USA
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
518-899-5544

ReceiptFinancials

Total AUM
$23.6M
Accounts
548
Discretionary
$23.6M
Accounts
548
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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