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Building 2APPOMATTOX ADVISORY, INC

Map pinNEW YORK, NY
Phone212-895-3000
NotebookSEC #801-71652
Total AUM
$425.6M
Employees
6
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
551 5TH AVE
26TH FLOOR
NEW YORK
NY 10176
United States
Operating Hours
9:00 AM - 5:00 PM
TUESDAY,WEDNESDAY, THURSDAY
Phone
212-895-3000

ReceiptFinancials

Total AUM
$425.6M
Accounts
22
Discretionary
$68.4M
Accounts
16
Non-Discretionary
$357.2M
Accounts
6

ContactClients

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HNW Individual Clients
14
AUM
$379.4M
Pooled Vehicle Clients
7
AUM
$39M
Charitable Organization Clients
1
AUM
$7.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTFLNY

HandshakeAffiliates

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

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