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Building 2485 SERVICES COMPANY

Map pin
Phone212-706-3002
NotebookSEC #801-68210
Total AUM
$189.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
212-706-3002

ReceiptFinancials

Total AUM
$189.3M
Accounts
115
Discretionary
$5.1M
Accounts
13
Non-Discretionary
$184.3M
Accounts
102

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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