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325 CAPITAL LLC
325 CAPITAL LLC
325 CAPITAL
NEW YORK, New York
·
4 registered advisors
·
CRD# 310762
SEC# 801-119639
0
212-376-5325
01
Firm Overview
AUM
$234M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: EXPENSE REIMBURSEMENT
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at 325 CAPITAL LLC
4 registered advisors
Anil Shrivastava
NEW YORK, New York
CRD# 7296142
Daniel Friedberg
NEW YORK, New York
CRD# 7296144
Laura Hines Laufer
NEW YORK, New York
CRD# 5700033
Michael Braner
NEW YORK, New York
CRD# 7296140
05
Office Locations
NEW YORK, New York
4 advisors
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Data sourced from SEC Form ADV filings. 325 CAPITAL LLC (CRD# 310762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.