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Alisha Perdue Dowell

URSULA MANAGEMENT, LLC·WOODBURY, New York
Clean recordURSULA MANAGEMENT, LLC
135 CROSSWAYS PARK DRIVE, WOODBURY, NY 11797CRD# 7194372Firm CRD# 172889

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alisha Perdue Dowell · WOODBURY, NY
Registration
CRD #7194372 · URSULA MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alisha Perdue Dowell is a registered financial advisor based in WOODBURY, New York, affiliated with URSULA MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
URSULA MANAGEMENT, LLC
URSULA MANAGEMENT, LLC
AUM
$109M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at URSULA MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7194372
Firm CRD# 172889
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alisha Perdue Dowell offer?
Alisha Perdue Dowell specializes in Investment Management, Retirement Planning. Contact their office in WOODBURY, New York for a consultation.
What are Alisha Perdue Dowell's credentials?
Alisha Perdue Dowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alisha Perdue Dowell located?
Alisha Perdue Dowell is based in WOODBURY, New York, working with URSULA MANAGEMENT, LLC. Their office serves clients in the WOODBURY metropolitan area and surrounding communities.
How does Alisha Perdue Dowell charge for services?
Alisha Perdue Dowell'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 URSULA MANAGEMENT, LLC?
URSULA MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $109M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at URSULA MANAGEMENT, LLC

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WOODBURY, NY
Daniel John Englander
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Robert Joseph Janecek
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