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Building 2PERENNIAL

Map pinNEW YORK, NY
Phone212-652-3900
NotebookSEC #801-78537
Total AUM
$761.9M
Employees
5
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1350 AVENUE OF THE AMERICAS
SUITE 1920
NEW YORK
NY 10019
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
212-652-3900

ReceiptFinancials

Total AUM
$761.9M
Accounts
493
Discretionary
$757M
Accounts
491
Non-Discretionary
$4.9M
Accounts
2

ContactClients

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Individual Clients
6
AUM
$1.9M
HNW Individual Clients
111
AUM
$739.5M
Charitable Organization Clients
3
AUM
$8.8M
Corporation or Business Clients
3
AUM
$11.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANJNYTX

HandshakeAffiliates

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

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