1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MONK, STAN

Map pin
Phone212-663-0724
NotebookSEC #801-69291
Total AUM
$76.2M
Employees
1
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00-5:00
Monday - Friday
Phone
212-663-0724
Other Offices
1

ReceiptFinancials

Total AUM
$76.2M
Accounts
47
Discretionary
$0
Accounts
0
Non-Discretionary
$76.2M
Accounts
47

ContactClients

View more in analytics →

Individual Clients
45
AUM
$57.4M
HNW Individual Clients
2
AUM
$18.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account