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ESTEE ADVISORS LLC
CRD 317094
830 MORRIS TURNPIKE, SUITE 483, SHORT HILLS, NJ, 07078, United States
Phone
973-912-9797
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$12.5M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-06-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $12.4M |
| Corporations/business entities | 1 | $5K |
Official SEC filing: View on IAPD