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Building 2PAOLINO, WILLIAM

Map pinNYACK, NY
Phone845-348-7663
NotebookSEC #801-68422
Total AUM
$139.7M
Employees
4
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
NYACK BUSINESS CENTER
99 MAIN ST., #108
NYACK
NY 10960-3109
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
845-348-7663

ReceiptFinancials

Total AUM
$139.7M
Accounts
649
Discretionary
$139.7M
Accounts
649
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
344
AUM
$48.3M
HNW Individual Clients
49
AUM
$88M
Charitable Organization Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTFLLANCNHNJNYPATXWA

HandshakeAffiliates

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

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