Numa (CRD# 164602) is a financial advisory firm headquartered in New York, NY. They manage $205,181,759 in 94 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management205MILLION
Total Number of Accounts94ACCOUNTS
Average Account Value$2,182,785
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses