Petiole Usa Limited
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Overview
Petiole Usa Limited is a financial advisor company that has its headquarters in New York, New York. It manages $1.0 billion in assets across one client account, making it one of the larger financial advisory firms in the country by assets under management (AUM). The firm has a small group, including 4 financial advisors. Petiole Usa Limited does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, options and stocks.
Petiole Usa Limited administers zero of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor makes transaction judgments for the client's account without requiring the customer's consent. Petiole Usa Limited also oversees one non-discretionary accounts totaling $1.0 billion in AUM. The firm oversees roughly $1.0 billion in assets for every client account. The average advisor at Petiole Usa Limited administers fewer than one client account, making it one of the most personalized firms in the country.
The firm's central office is located at 3 Columbus Circle, New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Petiole Usa Limited by the Numbers
$1.0 billion
6
1
$1.0 billion
Fee Structure
Fees charged by financial advisors usually are based on which services are provided. Fees charged by Petiole Usa Limited typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Petiole Usa Limited does not have any disclosures.
Please visit its Form ADV for more details.
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