Alan
Lev
Equilibrium Ventures, LLC
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About this Advisor
Alan Lev is a financial advisor based in New York, New York, working with Equilibrium Ventures, LLC. Alan has previously held positions at Equilibrium Ventures LLC and Belgravia Group, LTD. Alan has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Alan is part of Equilibrium Ventures, LLC, which operates out of New York, New York. The firm has 1 office and 19 employees. The firm manages assets totaling $141.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Equilibrium Ventures, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equilibrium Ventures, LLC Brokerage Details
$141,495,854
19
8
$17,686,982
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Alan Lev Work History
Equilibrium Ventures LLC
Belgravia Group, LTD
Disclosures
Please visit the SEC profile of Alan Lev to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Equilibrium Ventures, LLC
New York, NY
Hoboken, NJ
Durham, NC
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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