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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