Stelac Advisory Services LLC

Stelac Advisory Services LLC (CRD# 145103) is a financial advisory firm headquartered in New York, NY. They manage $1,712,227,947 in 374 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
654 Madison Avenue, Suite 1101, New York, NY 10065
http://stelac.com/advisory-services
By the Numbers
  • Total Assets Under Management
    1,712
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $4,578,150
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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 Stelac Advisory Services LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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