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Building 2HOLLOW BROOK WEALTH MANAGEMENT LLC

Map pinKATONAH, NY
Phone212-364-1848
NotebookSEC #801-68599
Total AUM
$1.4B
Employees
18
Clients
603

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
152 BEDFORD ROAD
KATONAH
NY 10536
United States
Operating Hours
8AM -6PM
Monday - Friday
Phone
212-364-1848
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
603
Discretionary
$832.5M
Accounts
541
Non-Discretionary
$534.6M
Accounts
62

ContactClients

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Individual Clients
90
AUM
$19M
HNW Individual Clients
459
AUM
$1.3B
Charitable Organization Clients
24
AUM
$35.5M
Corporation or Business Clients
30
AUM
$51.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLLAMAMTNHNJNYOHPAPRTXVAWA

HandshakeAffiliates

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

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