Adviser Profile

As of Date 01/26/2024
Registration status Terminated
ADV Location BROOKLYN, NY, United States
Contact Info 206 xxxxxxx
Websites
AUM* 154,394,383 65%
of that, discretionary 154,394,383 65%
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 77,197,192 65%
% High Net Worth 50.00% -50%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

154M 132M 110M 88M 66M 44M 22M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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