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Building 2ABERNATHY GROUP II LLC

Map pinNEW YORK, NY
Phone212-293-3499
NotebookSEC #801-71255
Total AUM
$80.2M
Employees
4
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 FIFTH AVENUE
17 FLOOR
NEW YORK
NY 10036
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
212-293-3499

ReceiptFinancials

Total AUM
$80.2M
Accounts
94
Discretionary
$77.7M
Accounts
88
Non-Discretionary
$2.5M
Accounts
6

ContactClients

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Individual Clients
14
AUM
$3.1M
HNW Individual Clients
19
AUM
$72.7M
Pooled Vehicle Clients
1
AUM
$4.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
BUSINESS ADVISORY SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
BUSINESS ADVISORY SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANJNYORPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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