APPIAN WAY ASSET MANAGEMENT LP

3 Columbus Circle
Suite 1735
New York, New York 10019
Tel: 212-931-1173

About APPIAN WAY ASSET MANAGEMENT LP

APPIAN WAY ASSET MANAGEMENT LP, formally registered with the SEC as APPIAN WAY ASSET MANAGEMENT LP. The firm was established in 07/24/2020. They have over 1 offices throughout the country.

APPIAN WAY ASSET MANAGEMENT LP is a New York, New York based Financial Planning firm with nearly $681,845,559 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306399
SEC#	801-119147
Assets Managed by Firm	$681,845,559
No. of Clients	8
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$681,845,559

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