Falists
← Back to search

VOLUMETRIC ADVISERS

VOLUMETRIC ADVISERS INC

CRD 107351 · SEC 801-23767

Visit website

NY, United States

Phone

845-623-7637

Fax

845-623-7732

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$37.6M

Discretionary AUM

$37.6M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Selection of other advisers

Client types

TypeClientsAUM
Individuals3$210K
Investment companies1$37.3M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD