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Building 2FIDUCIARY ADVISOR ADVOCATES

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Phone914-643-6014
NotebookSEC #801-78758
Total AUM
$106.4M
Employees
1
Clients
83

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30AM-4:00PM
Monday - Friday
Phone
914-643-6014

ReceiptFinancials

Total AUM
$106.4M
Accounts
89
Discretionary
$106.4M
Accounts
89
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$14.5M
HNW Individual Clients
15
AUM
$7.5M
Pension/Profit Sharing Plan Clients
1
AUM
$23.5M
Charitable Organization Clients
1
AUM
$43.4M
Corporation or Business Clients
1
AUM
$17.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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