Unclaimed Profile

Julian Nmn Koski

NEW AGE ALPHA ADVISORS, LLC·RYE, New York

Clean recordNEW AGE ALPHA ADVISORS, LLC

555 THEODORE FREMD AVENUE, RYE, NY 10580CRD# 3019620Firm CRD# 299011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julian Nmn Koski · RYE, NY

Registration

CRD #3019620 · NEW AGE ALPHA ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Julian Nmn Koski is a registered financial advisor based in RYE, New York, affiliated with NEW AGE ALPHA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NEW AGE ALPHA ADVISORS, LLC

NEW AGE ALPHA

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEW AGE ALPHA ADVISORS, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3019620

Firm CRD# 299011

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julian Nmn Koski offer?

Julian Nmn Koski specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RYE, New York for a consultation.

What are Julian Nmn Koski's credentials?

Julian Nmn Koski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julian Nmn Koski located?

Julian Nmn Koski is based in RYE, New York, working with NEW AGE ALPHA ADVISORS, LLC. Their office serves clients in the RYE metropolitan area and surrounding communities.

How does Julian Nmn Koski charge for services?

Julian Nmn Koski'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 NEW AGE ALPHA ADVISORS, LLC?

NEW AGE ALPHA ADVISORS, LLC has approximately 38 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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