Adviser Profile
| As of Date | 03/08/2022 |
| Registration status | Terminated |
| ADV Location | STATEN ISLAND, NY, United States |
| Contact Info | 877 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| % High Net Worth | 5.56% 1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Pension consultant
Client Types
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
1
1
1
1
2016
2017
2018
2019
2020
2021
2022
Private Funds
No private funds