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Building 2LYNN FINKELSTEIN & CO.,INC.

Map pinDELRAY BEACH, FL
Phone561-243-1230
NotebookSEC #801-62301
Total AUM
$17.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
269 SE 5TH AVENUE
DELRAY BEACH
FL 33483
USA
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
561-243-1230

ReceiptFinancials

Total AUM
$17.6M
Accounts
35
Discretionary
$3.8M
Accounts
32
Non-Discretionary
$13.8M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

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

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