Moneypaper Advisors Inc (Mamaroneck)

Moneypaper Advisors Inc is an adviser based in Mamaroneck. It manages $15 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Moneypaper Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moneypaper Advisors: assets under management

The assets under management (AUM) of Moneypaper Advisors Inc is $15 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Moneypaper Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Moneypaper Advisors Inc

Vita Nelson has been acting as President since 1 Oct 1998. Inc. Moneypaper joined the executive team most recently as the 100% Stockholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Moneypaper	100% stockholder	1 Oct 1998	75% - 100%	13-3895651
Vita Nelson	President	1 Oct 1998	Other	1846882
Lester Nelson	Secretary	1 Oct 1998	Other	1921451
David S Fish	Manager	1 Oct 1998	Other	4386996
Rodney Cyril Drysdale	Manager	1 Oct 1998	Other	2141237

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Vita Nelson	President	1 Aug 1996	50% - 75%	1846882

Based in Mamaroneck

The principal office where Moneypaper Advisors Inc performs its advisory services is located at 1010 Mamaroneck Avenue, Mamaroneck, NY 10543, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 914-381-5400 or by fax 914-381-1826. The normal business hours are 8-6 on Monday - Friday.