POETIC GROUP LLC

173 Huguenot Street
Suite 200
New Rochelle, New York 10801
Tel: 646-793-4551

About POETIC GROUP LLC

POETIC GROUP LLC, formally registered with the SEC as POETIC GROUP LLC. The firm was established in 09/26/2019. They have over 1 offices throughout the country.

POETIC GROUP LLC is a New Rochelle, New York based Financial Planning firm with nearly $427,074,835 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293886
SEC#	801-117375
Assets Managed by Firm	$427,074,835
No. of Clients	5
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$427,074,835

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