FACTORIAL PARTNERS, LLC

MT. KISCO, New York·1 registered advisor·CRD# 169879
SEC# 801-1304920914-666-6830
01

Firm Overview

AUM
$178M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at FACTORIAL PARTNERS, LLC

1 registered advisor
Mark Philip Kleiman
MT. KISCO, New York
05

Office Locations

MT. KISCO, New York
1 advisor

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Data sourced from SEC Form ADV filings. FACTORIAL PARTNERS, LLC (CRD# 169879) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.