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Building 2FAGENSON ASSET MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-422-1993
NotebookSEC #801-71226
Total AUM
$30M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 BROAD STREET
NEW YORK
NY 10004
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
212-422-1993

ReceiptFinancials

Total AUM
$30M
Accounts
100
Discretionary
$20M
Accounts
70
Non-Discretionary
$10M
Accounts
30

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
DCFLMDNJNYPAVA

HandshakeAffiliates

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

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