POETIC GROUP LLC

NEW ROCHELLE, New York·6 registered advisors·CRD# 293886
SEC# 801-1173750646-793-4551
01

Firm Overview

AUM
$427M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

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

Specialties

Retirement Planning
04

Advisors at POETIC GROUP LLC

6 registered advisors
Daniel C Li
NEW ROCHELLE, New York
David Nmn Sandler
NEW ROCHELLE, New York
Maurice Oliver Walsh
NEW ROCHELLE, New York
Michael James Linahan
NEW ROCHELLE, New York
Samuel Adam Mark
NEW ROCHELLE, New York
Seth Daniel Cohn
NEW ROCHELLE, New York
05

Office Locations

NEW ROCHELLE, New York
6 advisors

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Data sourced from SEC Form ADV filings. POETIC GROUP LLC (CRD# 293886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.