CHANNEL FAMILY ASSETS
Total AUM
$23.8M
Employees
1Clients
10Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
646-290-7077
Other Offices
1
Financials
Total AUM
$23.8M
Accounts
19Discretionary
$4.7M
Accounts
13Non-Discretionary
$19.1M
Accounts
6
Clients
HNW Individual Clients
10AUM
$23.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER/PROJECT FEE
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.