Overview
Assets Under Management: $106 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 10
Average Client Assets: $11 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 10
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 287796
Last Filing Date: 2024-03-29 00:00:00