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Building 2EXCEED ADVISORY LLC

Map pinNEW YORK, NY
Phone646-580-7046
NotebookSEC #801-79958
Total AUM
$119.2M
Employees
3
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
79 MADISON AVE.
3RD FLOOR
NEW YORK
NY 10016
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
646-580-7046
Other Offices
1

ReceiptFinancials

Total AUM
$119.2M
Accounts
92
Discretionary
$119.2M
Accounts
92
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$27.2M
HNW Individual Clients
30
AUM
$71.3M
Investment Company Clients
1
AUM
$18.9M
Investment Advisor Clients
1
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDNYWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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