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TWIN SECURITIES, INC.
250 West 55th Street
Suite 1603
New York, New York 10019
Tel: 212-687-6850
About TWIN SECURITIES, INC.
TWIN SECURITIES, INC, formally registered with the SEC as TWIN SECURITIES, INC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
TWIN SECURITIES, INC. is a New York, New York based Financial Planning firm with nearly $224,331,788 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158318 |
| SEC# | 801-73786 |
| Assets Managed by Firm | $224,331,788 |
| No. of Clients | 5 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $224,331,788 |
| Other investment advisers | 1 | $22,513,719 |
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