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Building 2INDEPENDENT FINANCIAL ADVISORS

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Phone914-299-6447
NotebookSEC #801-66460
Total AUM
$109.7M
Employees
2
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
914-299-6447

ReceiptFinancials

Total AUM
$109.7M
Accounts
149
Discretionary
$0
Accounts
0
Non-Discretionary
$109.7M
Accounts
149

ContactClients

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Individual Clients
7
AUM
$1.8M
HNW Individual Clients
23
AUM
$104.9M
Charitable Organization Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNHNY

HandshakeAffiliates

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

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