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Building 2JOSEPH JOHN HASSON JR

Map pin
Phone718-921-3600
NotebookSEC #801-57322
Total AUM
$86.8M
Employees
1
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
718-921-3600

ReceiptFinancials

Total AUM
$86.8M
Accounts
36
Discretionary
$86.8M
Accounts
36
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$51.9M
HNW Individual Clients
3
AUM
$33.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

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

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