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Building 2STASH

Map pinNEW YORK, NY
Phone(800) 205-5164
NotebookSEC #801-96294
Total AUM
$4.9B
Employees
124
Clients
1,138,270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 PARK AVENUE SOUTH
SUITE 10-111
NEW YORK
NY 10016
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(800) 205-5164

ReceiptFinancials

Total AUM
$4.9B
Accounts
1,758,044
Discretionary
$251M
Accounts
302,339
Non-Discretionary
$4.7B
Accounts
1,455,705

ContactClients

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Individual Clients
1,138,270
AUM
$4.9B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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

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