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SETTANNI FINANCIAL LLC
SUTTON PLACE INVESTORS LLC
CRD 298989 · SEC 801-114219
84 BUSINESS PARK DRIVE, SUITE 302, ARMONK, NY, 10504, United States
Phone
(914) 767-0974
Fax
(914) 617-1517
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.0M
Discretionary AUM
$356.6M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $49.5M |
| High net worth individuals | 50 | $286.1M |
| Corporations/business entities | 5 | $26.9M |
States served
NY, CT, FL
All web addresses on file
Official SEC filing: View on IAPD