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Julian Nmn Koski

NEW AGE ALPHA ADVISORS, LLC·RYE, New York
Unclaimed Profile
555 THEODORE FREMD AVENUE, RYE, NY 10580CRD# 3019620Firm CRD# 299011
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
NEW AGE ALPHA ADVISORS, LLC
NEW AGE ALPHA
AUM
$2.7B
Regulatory assets under management
Employees
38
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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3019620
Firm CRD# 299011
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Steven Harry Garnett — SAKONNET POINT CAPITAL, LPStephen Thomas Clayton — TREMONT PARTNERS INCArmen Raphael Arus — NEW AGE ALPHA ADVISORS, LLCTerry D Smith — SFW CAPITAL PARTNERS, LLCLynn O Keeshan — TREMONT PARTNERS INC
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Research
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