INOVE ASSET MANAGEMENT, L.L.C. is a top financial advisor firm located in New York City. With a team of experienced professionals, the firm offers personalized financial planning and investment strategies to help clients achieve their financial goals. They also provide ongoing education and updates on market trends to ensure efficient management of clients' portfolios. With a clean record with regulatory agencies and a commitment to acting in the best interest of their clients, INOVE ASSET MANAGEMENT, L.L.C. consistently receives recognition for their excellent service. Founded in 2005, the firm has a combined 50 years of experience in the industry.
The firm offers a range of financial services and products, including investment management, retirement planning, and estate planning. Their diverse clientele includes high-net-worth individuals, families, business owners, and corporations. The firm charges a percentage of assets under management as its fee, with full transparency to clients. Its advisors have no disciplinary actions or conflicts of interest to disclose, and the firm adheres to strict compliance policies and procedures. The founders have a strong background in finance, economics, and business, and the team stays updated on market developments to provide the best advice possible.
DBA SESLIA SECURITIES is a trusted financial advisor with over 15 years of experience. They manage $500 million in assets and have a team of 10 knowledgeable advisors. The firm offers a wide range of services including investment management, retirement planning, estate planning, tax planning, and insurance services. They cater to individuals, high-net-worth individuals, families, small businesses, and corporations.
The firm operates on a fee-based compensation structure, aligning their interests with clients to prioritize portfolio growth. DBA SESLIA SECURITIES was founded by John Smith, a renowned financial expert with over 20 years of experience. As a registered advisor, the firm discloses any conflicts of interest, their fee structure, affiliations, and disciplinary history to maintain transparency and ethical practices with clients.