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Daniel Gabor Tully

ALTARIS, LLC·NEW YORK, New York
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10 EAST 53RD STREET, NEW YORK, NY 10022CRD# 2438155Firm CRD# 143611
01

About

Daniel Gabor Tully is a registered financial advisor based in NEW YORK, New York, affiliated with ALTARIS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALTARIS, LLC
ALTARIS, LLC
AUM
$9.4B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at ALTARIS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2438155
Firm CRD# 143611
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Gabor Tully offer?
Daniel Gabor Tully specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Daniel Gabor Tully's credentials?
Daniel Gabor Tully is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Gabor Tully located?
Daniel Gabor Tully is based in NEW YORK, New York, working with ALTARIS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Daniel Gabor Tully charge for services?
Daniel Gabor Tully's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTARIS, LLC?
ALTARIS, LLC has approximately 32 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Jay Kluger
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George Edward Aitken-Davies
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