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Building 2PROFESSIONAL PLANNING SERVICES

Map pinHOLBROOK, NY
Phone800-634-3695
NotebookSEC #801-71231
Total AUM
$362.9M
Employees
18
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4250 VETERANS MEMORIAL HIGHWAY
SUITE 100E
HOLBROOK
NY 11741
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
800-634-3695

ReceiptFinancials

Total AUM
$362.9M
Accounts
1,714
Discretionary
$352.2M
Accounts
1,599
Non-Discretionary
$10.8M
Accounts
115

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
CACTFLGALAMAMDMINCNHNJNYPASCTX

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

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