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Building 2STELAC ADVISORY SERVICES LLC

Map pinNEW YORK, NY
Phone212-920-3890
NotebookSEC #801-68823
Total AUM
$6.3B
Employees
21
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
654 MADISON AVENUE
SUITE 1101
NEW YORK
NY 10065
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
212-920-3890
Other Offices
1

ReceiptFinancials

Total AUM
$6.3B
Accounts
690
Discretionary
$4.2B
Accounts
248
Non-Discretionary
$2.1B
Accounts
442

ContactClients

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HNW Individual Clients
98
AUM
$6.2B
Pooled Vehicle Clients
3
AUM
$41.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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