Moneypaper Advisor Inc is a large advisory firm based in Rye. It manages $37.29 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Moneypaper Advisor 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.
The assets under management (AUM) of Moneypaper Advisor Inc is $37.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 149% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Moneypaper Advisor 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.
Vita Nelson has been acting as President since 1 Oct 1998. Elena Fusillo joined the executive team most recently as the Treasurer.
The principal office where Moneypaper Advisor Inc performs its advisory services is located at 555 Theodore Fremd Ave, Rye, NY 10580, 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 914-925-0022 or by fax 914-921-9321. The normal business hours are 8-6 on Monday - Friday.