Protea Asset Management LLC

Protea Asset Management LLC (CRD# 170790) is a financial advisory firm headquartered in New York, NY. They manage $127,749,773 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $25,549,955
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Protea Asset Management LLC
No Advisor Found.
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