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Building 2MB FAMILY ADVISORS

Map pinNEW YORK, NY
Phone212-396-4733
NotebookSEC #801-77643
Total AUM
$204.1M
Employees
2
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
757 THIRD AVENUE
12TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
8AM-6PM
Monday - Friday
Phone
212-396-4733

ReceiptFinancials

Total AUM
$204.1M
Accounts
8
Discretionary
$55.5M
Accounts
1
Non-Discretionary
$148.6M
Accounts
7

ContactClients

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HNW Individual Clients
7
AUM
$148.6M
Pooled Vehicle Clients
1
AUM
$55.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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

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