ACCUMULUS CAPITAL MANAGEMENT, LLC

110 East 59th Street
Suite 2800
New York, New York 10022
Tel: 212-490-7570

About ACCUMULUS CAPITAL MANAGEMENT, LLC

ACCUMULUS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ACCUMULUS CAPITAL MANAGEMENT, LLC. The firm was established in 03/22/2012. They have over 1 offices throughout the country.

ACCUMULUS CAPITAL MANAGEMENT, LLC is a New York, New York based Financial Planning firm with nearly $1,339,981,069 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160501
SEC#	801-74340
Assets Managed by Firm	$1,339,981,069
No. of Clients	7
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$1,339,981,069
Corporations or other businesses	3	$586,833,316

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