Falists
← Back to search

STELAC ADVISORY SERVICES LLC

CRD 145103 · SEC 801-68823

Visit website

654 MADISON AVENUE, SUITE 1101, NEW YORK, NY, 10065, United States

Phone

212-920-3890

Fax

212-920-3888

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.29B

Discretionary AUM

$4.18B

Team

21 total employees; 10 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
High net worth individuals98$6.24B
Pooled investment vehicles3$41.8M

States served

NY, FL

All web addresses on file

Official SEC filing: View on IAPD