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Building 2WELLSCANNING

Map pinVALHALLA, NY
Phone914-741-9820
NotebookSEC #801-62294
Total AUM
$20.4B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
465 COLUMBUS AVENUE
SUITE 390
VALHALLA
NY 10595
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
914-741-9820

ReceiptFinancials

Total AUM
$20.4B
Accounts
20
Discretionary
$0
Accounts
0
Non-Discretionary
$20.4B
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

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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