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Building 2COMRIE WEALTH MANAGEMENT

Map pinNEW YORK, NY
Phone212-850-4284
NotebookSEC #801-80603
Total AUM
$85.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 EAST 43RD STREET
NEW YORK
NY 10017
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
212-850-4284

ReceiptFinancials

Total AUM
$85.6M
Accounts
8
Discretionary
$85.6M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION AND COMPLIANCE
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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