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Building 2DANN ASSET ADVISORS, LLC

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Phone917-575-5307
NotebookSEC #801-77932
Total AUM
$114.8M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
917-575-5307

ReceiptFinancials

Total AUM
$114.8M
Accounts
94
Discretionary
$112.8M
Accounts
91
Non-Discretionary
$2M
Accounts
3

ContactClients

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Individual Clients
12
AUM
$5.6M
HNW Individual Clients
31
AUM
$102.4M
Charitable Organization Clients
1
AUM
$6.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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