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DERIVATY CO
180 S Broadway
White Plains, New York 10605
Tel: 212-395-9471
About DERIVATY CO
DERIVATY CO, formally registered with the SEC as DERIVATY CO. The firm was established in 09/02/2020. They have over 1 offices throughout the country.
DERIVATY CO is a White Plains, New York based Financial Planning firm with nearly $30,000,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310249 |
| SEC# | 801-119381 |
| Assets Managed by Firm | $30,000,000 |
| No. of Clients | 3 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Other (PERCENTAGE OF PRE-SPECIFIED "PROGRAM AMOUNT")
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $30,000,000 |
| Other investment advisers | 3 | $30,000,000 |
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