Anastasios
Adam
Papamarkou Wellner Perkin Advisors
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About this Advisor
Anastasios Adam is a financial advisor based in New York, New York, working with Papamarkou Wellner Perkin Advisors. Anastasios has previously held positions at Papamarkou Wellner & Company, Inc, Optima Asset Management LLC, Papamarkou Wellner Asset Management Inc, and Optima Fund Management LLC. Anastasios has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Anastasios is part of Papamarkou Wellner Perkin Advisors, which operates out of New York, New York. The firm has 1 office and 10 employees. The firm manages assets totaling $332.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and other services. The fee structure at Papamarkou Wellner Perkin Advisors includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Papamarkou Wellner Perkin Advisors Brokerage Details
$332,447,131
10
112
$2,968,278
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Anastasios Adam Work History
Papamarkou Wellner & Company, Inc
Papamarkou Wellner Asset Management Inc
Optima Asset Management LLC
Optima Fund Management LLC
Disclosures
Please visit the SEC profile of Anastasios Adam 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 Papamarkou Wellner Perkin Advisors
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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