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Building 2LA FERLA GROUP LLC

Map pinGARDEN CITY, NY
Phone877-257-9040
NotebookSEC #801-92167
Total AUM
$275.6M
Employees
8
Clients
521

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1050 FRANKLIN AVENUE
SUITE 400
GARDEN CITY
NY 11530
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
877-257-9040
Other Offices
1

ReceiptFinancials

Total AUM
$275.6M
Accounts
840
Discretionary
$258.2M
Accounts
714
Non-Discretionary
$17.5M
Accounts
126

ContactClients

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Individual Clients
444
AUM
$112.3M
HNW Individual Clients
68
AUM
$154.5M
Charitable Organization Clients
5
AUM
$5.1M
Corporation or Business Clients
4
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGALAMDMONCNHNJNYPARISCTXVA

HandshakeAffiliates

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

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