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Building 2THE FINEST SERVICE ORGANIZATION

Map pinNEW YORK, NY
Phone646-458-3529
NotebookSEC #801-81048
Total AUM
$26.5M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
59 MAIDEN LANE, 43RD FLOOR
NEW YORK
NY 10038
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
646-458-3529

ReceiptFinancials

Total AUM
$26.5M
Accounts
150
Discretionary
$26.5M
Accounts
150
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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