RECORD CURRENCY MANAGEMENT INC

115 Broadway
Office 07-106
New York, New York 10004
Tel: +44 7873 621078

About RECORD CURRENCY MANAGEMENT INC

RECORD CURRENCY MANAGEMENT INC, formally registered with the SEC as RECORD CURRENCY MANAGEMENT INC. The firm was established in 05/08/2014. They have over 1 offices throughout the country.

RECORD CURRENCY MANAGEMENT INC is a New York, New York based Financial Planning firm with nearly $19,327,097,434 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171338
SEC#	801-79684
Assets Managed by Firm	$19,327,097,434
No. of Clients	6
No. of Advisors	5

Fee Structure

Fixed fees
Other (SALARY, MANAGEMENT FEE AGREEMENT, GROUP PROFIT SCHEME)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (ADVISORY SERVICES TO SPECIFIED CLIENTS OF RECORD CURRENCY MANAGEMENT LIMITED)

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$19,327,097,434
Pension and profit sharing plans	Fewer than 5 clients	$4,547,783,310
Charitable organizations	Fewer than 5 clients	$1,127,220,488

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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