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Joseph Michael Araiz

FURTHER LANE ASSET MANAGEMENT, LLC·NEW YORK, New York
Unclaimed Profile
555 MADISON AVE, NEW YORK, NY 10022CRD# 1278925Firm CRD# 111539
01

About

Joseph Michael Araiz is a registered financial advisor based in NEW YORK, New York, affiliated with FURTHER LANE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FURTHER LANE ASSET MANAGEMENT, LLC
FURTHER LANE ASSET MANAGEMENT, LLC
AUM
$86M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FURTHER LANE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: 5% NET PROFITS AS COMP/EXP AND EARNS 50% OF NET TRADING PROFITS
Regulatory
SEC/IARD CRD# 1278925
Firm CRD# 111539
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Michael Araiz offer?
Joseph Michael Araiz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Joseph Michael Araiz's credentials?
Joseph Michael Araiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Michael Araiz located?
Joseph Michael Araiz is based in NEW YORK, New York, working with FURTHER LANE ASSET MANAGEMENT, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Joseph Michael Araiz charge for services?
Joseph Michael Araiz's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: 5% net profits as comp/exp and earns 50% of net trading profits. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FURTHER LANE ASSET MANAGEMENT, LLC?
FURTHER LANE ASSET MANAGEMENT, LLC has approximately 14 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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