530 Fifth Avenue, 11th Floor
New York, NY 10036
Phone: (212) 536-8700
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
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