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Building 2GRAND

Map pin
Phone646-263-5213
NotebookSEC #801-96225
Total AUM
$2.1M
Employees
7
Clients
865

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
646-263-5213

ReceiptFinancials

Total AUM
$2.1M
Accounts
865
Discretionary
$2.1M
Accounts
865
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
862
AUM
$1.3M
HNW Individual Clients
3
AUM
$800K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTLANENJNYTX

HandshakeAffiliates

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

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