530 Fifth Avenue, 11th Floor
New York, NY 10036
Phone: (212) 536-8700
Fax: (212) 536-6014
Year firm started: 2000
Number of partners in firm: 6
July 01, 2006 at 04:00 AM
530 Fifth Avenue, 11th Floor
New York, NY 10036
Phone: (212) 536-8700
Fax: (212) 536-6014
Year firm started: 2000
Number of partners in firm: 6
AUM: $1 billion
Compensation method: Annual financial planning fee between $6,000 and $9,000, which is independent of AUM fee
Number of clients: 462 personal CFO clients; 8,000 customer relationships
Professional credentials: CFPs, CLUs, ChFCs, CLTC
Clientele: Wall Street executives, hedge fund managers,
professional athletes, entertainers
Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.
