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Vivian Pan Dean

MUNICIPAL ASSET MANAGEMENT INC·RYE BROOK, New York
Clean recordMUNICIPAL ASSET MANAGEMENT INC
3 INTERNATIONAL DRIVE, RYE BROOK, NY 10573CRD# 7433378Firm CRD# 108320

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vivian Pan Dean · RYE BROOK, NY
Registration
CRD #7433378 · MUNICIPAL ASSET MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Vivian Pan Dean is a registered financial advisor based in RYE BROOK, New York, affiliated with MUNICIPAL ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MUNICIPAL ASSET MANAGEMENT INC
MUNICIPAL ASSET MANAGEMENT INC
AUM
$121M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7433378
Firm CRD# 108320
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05

Frequently Asked Questions

What services does Vivian Pan Dean offer?
Vivian Pan Dean specializes in Investment Management, Wealth Management. Contact their office in RYE BROOK, New York for a consultation.
What are Vivian Pan Dean's credentials?
Vivian Pan Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vivian Pan Dean located?
Vivian Pan Dean is based in RYE BROOK, New York, working with MUNICIPAL ASSET MANAGEMENT INC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Vivian Pan Dean charge for services?
Vivian Pan Dean's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUNICIPAL ASSET MANAGEMENT INC?
MUNICIPAL ASSET MANAGEMENT INC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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