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Building 2VAN CLEEF, JORDAN AND WOOD, INC.

Map pinBRONXVILLE, NY
Phone212-986-2600
NotebookSEC #801-63759
Total AUM
$52.9M
Employees
2
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 PARK PLACE
SUITE 2
BRONXVILLE
NY 10708
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
212-986-2600
Other Offices
1

ReceiptFinancials

Total AUM
$52.9M
Accounts
37
Discretionary
$49M
Accounts
36
Non-Discretionary
$3.9M
Accounts
1

ContactClients

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Individual Clients
26
AUM
$20.9M
HNW Individual Clients
7
AUM
$22.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Charitable Organization Clients
2
AUM
$5.6M
Corporation or Business Clients
1
AUM
$92.2K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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