Netfolio,Inc. is a large advisory firm based in Greenwich. It manages $367.3 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and New York.
Netfolio provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Netfolio,Inc. is $367.3 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Netfolio,Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas Joseph Vonallmen has been acting as President since 1 Aug 1999. Richard Halton Graham joined the executive team most recently as the Chief Operating Officer.
The principal office where Netfolio,Inc. performs its advisory services is located at 35 Mason Street Fourth Flr., Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-869-7166 or by fax 203-869-3674. The normal business hours are 9:00am thru 5:00pm on Monday - Friday. You can find more information about the New York firm at www.netfolio.com.