ACCRETIVE, LLC

NEW YORK, New York·4 registered advisors·CRD# 157364
SEC# 802-1216200646-282-3131
01

Firm Overview

AUM
$697M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: BUSINESS CONSULTING FEES
03

Specialties

Retirement Planning
04

Advisors at ACCRETIVE, LLC

4 registered advisors
Anne-Marie F. Shelley
NEW YORK, New York
J. Michael Cline
NEW YORK, New York
Pamela Berman Cline
NEW YORK, New York
Tony Shum
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors

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Data sourced from SEC Form ADV filings. ACCRETIVE, LLC (CRD# 157364) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.