1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROOSEVELT INVESTMENT GROUP INC

Map pinNEW YORK, NY
Phone212-509-6567
NotebookSEC #801-7506
Total AUM
$178M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
63 WALL STREET
NEW YORK
NY 10005
USA
Operating Hours
8:00AM-6:OOPM
Monday - Friday
Phone
212-509-6567

ReceiptFinancials

Total AUM
$178M
Accounts
93
Discretionary
$178M
Accounts
93
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account