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Building 2LAZARD WEALTH MANAGEMENT

Map pinNEW YORK, NY
Phone212-332-4500
NotebookSEC #801-70878
Total AUM
$111.8M
Employees
23
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 ROCKEFELLER PLAZA
48TH FLOOR
NEW YORK
NY 10020
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-332-4500

ReceiptFinancials

Total AUM
$111.8M
Accounts
53
Discretionary
$111.8M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FEE SHARING ARRANGEMENT W/ AFFILIATE

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLNYVA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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