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Building 2GELLER ADVISORS LLC

Map pinNEW YORK, NY
Phone(888) 462-3033
NotebookSEC #801-64033
Total AUM
$5.9B
Employees
49
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 PARK AVE
SUITE 3100
NEW YORK
NY 10178
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
(888) 462-3033
Other Offices
3

ReceiptFinancials

Total AUM
$5.9B
Accounts
797
Discretionary
$5.9B
Accounts
783
Non-Discretionary
$21.1M
Accounts
14

ContactClients

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Individual Clients
56
AUM
$18.2M
HNW Individual Clients
98
AUM
$5.1B
Pooled Vehicle Clients
10
AUM
$826.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTFLGAILMAMDNJNYPAPRTNTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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