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Building 2PURSINO ADVISORY GROUP LLC

Map pinGARDEN CITY, NY
Phone516-240-8088
NotebookSEC #801-79264
Total AUM
$19.4M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1325 FRANKLIN AVENUE
SUITE 255
GARDEN CITY
NY 11530
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
516-240-8088

ReceiptFinancials

Total AUM
$19.4M
Accounts
115
Discretionary
$17.3M
Accounts
112
Non-Discretionary
$2.1M
Accounts
3

ContactClients

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Individual Clients
26
AUM
$2.5M
HNW Individual Clients
17
AUM
$16.5M
Corporation or Business Clients
1
AUM
$333.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
NY

HandshakeAffiliates

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

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