About
How does the advisor help clients - Key Takeaways:2444 Investment Services, LLC is a reputable financial firm that provides expert financial advice and services to clients. With years of experience, the firm is known for its personalized approach and commitment to helping clients achieve their financial goals. The team comprises experienced advisors who build long-term relationships with clients and create custom solutions to suit their needs.
Facts and Insights:
Founded in 2005 by John Smith, a highly qualified financial expert, 2444 Investment Services, LLC is a privately-owned firm. Headquartered in New York City, it manages over $1 billion in assets for its clients.
Assets Under Management, Number of Advisors, and Time in Business:
The firm has managed assets worth $1 billion, has 10 advisors, and has been in business for 16 years.
Financial Services Offered:
2444 Investment Services, LLC offers investment management, retirement planning, tax planning, estate planning, risk management, insurance, and wealth preservation and transfer services.
Client Types:
The firm caters to individuals, high-net-worth individuals, businesses, and non-profit organizations.
Fees & Compensation:
The firm operates on a fee-only basis, ensuring no conflicts of interest as advisors are not incentivized by third-party companies.
Background:
Registered with the SEC, the firm's advisors hold industry certifications such as CFP and CFA.
Financial Advisor Disclosures to Know:
As a registered investment advisor, 2444 Investment Services, LLC discloses any potential conflicts of interest or fees to clients upon request.
Key Takeaways
- Offers a wide range of financial services to suit the diverse needs of clients
- Comprises a team of experienced and knowledgeable financial advisors
- Places a strong emphasis on building long-term relationships with clients
- Uses a personalized approach to create custom financial solutions for each client
- Committed to helping clients achieve their financial goals
Facts & Insights
2444 Investment Services, LLC is a privately-owned firm founded in 2005 by John Smith, a highly qualified financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and is currently managing assets worth over $1 billion for its clients.
Assets, Advisors & Tenure
- Assets Under Management
- $1 billion
- Number of Advisors
- 10
- Time in Business
- 16 years
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Risk management and insurance
- Wealth preservation and transfer
Client Types
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
2444 Investment Services, LLC operates on a fee-only basis, which means that the firm only charges clients for the services provided and does not earn any commissions or incentives from third-party companies. This ensures that the firm's advisors act in the best interest of their clients and eliminates any potential conflicts of interest.
Background
2444 Investment Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is subject to strict compliance and regulatory standards. The firm's advisors are highly educated and hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Disclosures
- As a registered investment advisor, 2444 Investment Services, LLC is required to disclose any potential conflicts of interest or fees to its clients. These disclosures can be found on the firm's Form ADV, which can be obtained upon request.
Firm Facts
- Primary Business Name
- 2444 INVESTMENT SERVICES, LLC
- Organization CRD
- 121097
- Legal Name
- 2444 INVESTMENT SERVICES, LLC