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Building 2SJS CORPORATION

Map pinRIVERSIDE, CT
Phone203-328-3001
NotebookSEC #801-62546
Total AUM
$818.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 E. PUTNAM AVENUE
SUITE 301
RIVERSIDE
CT 06878-1355
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
203-328-3001

ReceiptFinancials

Total AUM
$818.3M
Accounts
620
Discretionary
$818.3M
Accounts
620
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNY

HandshakeAffiliates

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

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