Registered Minority and Women Business Enterprise (MWBE) with New York Empire State Development | Certified Disadvantaged Business Enterprise (DBE) 
Certified Investment Management Analyst with the Investment Management Consultant Association (IMCA)

Contact

Phone
(929) 284-2727


Hours of Operation
Monday - Friday: 9:00 a.m. - 5:00 p.m.
By Appointment Only

Service Area
Based in Jamaica, NY; Serving the New York City Metro Area and Clients Nationwide


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