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FIFTH SET PRIVATE WEALTH MANAGEMENT LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$146.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 136.4M |
| Non-Discretionary | 10.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 159118 |
| SEC Number | 801-110682 |
| Phone | 646-783-9717 |
| Fax | 646-572-8737 |
| Total Employees | 3 |
Client Count by Type (63 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 43 |
| Individuals (other than H… | 20 |
County data not available for this organization.