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Building 2CHANNEL FAMILY ASSETS

Map pin
Phone646-290-7077
NotebookSEC #801-76625
Total AUM
$23.8M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
646-290-7077
Other Offices
1

ReceiptFinancials

Total AUM
$23.8M
Accounts
19
Discretionary
$4.7M
Accounts
13
Non-Discretionary
$19.1M
Accounts
6

ContactClients

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HNW Individual Clients
10
AUM
$23.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER/PROJECT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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