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URSULA MANAGEMENT, LLC
URSULA MANAGEMENT, LLC
WOODBURY, New York
·
3 registered advisors
·
CRD# 172889
SEC# 802-119449
0
646-840-4903
01
Firm Overview
AUM
$109M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at URSULA MANAGEMENT, LLC
3 registered advisors
Daniel John Englander
WOODBURY, New York
CRD# 2575991
Marc James Powers
WOODBURY, New York
CRD# 7286300
Robert Joseph Janecek
WOODBURY, New York
CRD# 6392383
05
Office Locations
WOODBURY, New York
3 advisors
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Data sourced from SEC Form ADV filings. URSULA MANAGEMENT, LLC (CRD# 172889) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.