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Building 2PELION INVESTMENT ADVISORS, INC.

Map pinNEW YORK, NY
Phone917-639-5450
NotebookSEC #801-66276
Total AUM
$7.7M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
369 LEXINGTON AVENUE
SUITE 325
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM- 5:00 PM
Monday - Friday
Phone
917-639-5450

ReceiptFinancials

Total AUM
$7.7M
Accounts
30
Discretionary
$0
Accounts
0
Non-Discretionary
$7.7M
Accounts
30

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
CANCNYPA

HandshakeAffiliates

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

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