FIFTH SET PRIVATE WEALTH MANAGEMENT LLC

1 registered advisor·CRD# 159118
SEC# 801-1106822646-783-9717
01

Firm Overview

AUM
$141M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FIFTH SET PRIVATE WEALTH MANAGEMENT LLC

1 registered advisor
Ian Andrew Post
LARCHMONT, New York
05

Office Locations

LARCHMONT, New York
1 advisor

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Data sourced from SEC Form ADV filings. FIFTH SET PRIVATE WEALTH MANAGEMENT LLC (CRD# 159118) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.