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Building 2NEW YORK LIFE TRUST COMPANY, FSB

Map pinPARSIPPANY, NJ
Phone877-332-7916
NotebookSEC #801-60530
Total AUM
$7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
169 LACKAWANNA AVENUE
PARSIPPANY
NJ 07054-1007
USA
Operating Hours
9:AM - 5:PM
Monday - Friday
Phone
877-332-7916

ReceiptFinancials

Total AUM
$7M
Accounts
63
Discretionary
$6.9M
Accounts
50
Non-Discretionary
$58.2K
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CANHNY

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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