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Building 2IADVISE PARTNERS

Map pinNEW YORK, NY
Phone212-686-4601
NotebookSEC #801-78614
Total AUM
$224.5M
Employees
3
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
747 THIRD AVENUE
STE. 34B
NEW YORK
NY 10017
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-686-4601

ReceiptFinancials

Total AUM
$224.5M
Accounts
37
Discretionary
$188.5M
Accounts
32
Non-Discretionary
$36M
Accounts
5

ContactClients

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Individual Clients
1
AUM
$1.9M
HNW Individual Clients
20
AUM
$222.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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