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Building 2HONEST DOLLAR

Map pinNEW YORK, NY
Phone(855) 783-7283
NotebookSEC #801-80986
Total AUM
$2.1M
Employees
17
Clients
1,477

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 WEST STREET
NEW YORK
NY 10282
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(855) 783-7283
Other Offices
1

ReceiptFinancials

Total AUM
$2.1M
Accounts
1,477
Discretionary
$2.1M
Accounts
1,477
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,477
AUM
$2.1M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingPending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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