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FIRM PROFILE
Overview
LIONTREE ADVISORS LLC is located at 745 Fifth Avenue 15th Floor, New York, NY 10151 and was first established at New York, Delaware in 05/11/2012. After operating for 13 years, LIONTREE ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LIONTREE ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. LIONTREE ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LIONTREE ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LIONTREE ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LIONTREE ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for LIONTREE ADVISORS LLC Comes From
Understanding the Statistics for LIONTREE ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
745 Fifth Avenue 15th Floor, New York, NY 10151
745 Fifth Avenue 15th Floor, New York, NY 10151
Small
(212) 644-4200
Delaware since 05/11/2012
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| LIONTREE ADVISORY HOLDINGS LLC | MEMBER | ||
| BOURKOFF, ARYEH BENJAMIN | CHIEF EXECUTIVE OFFICER | 2684739 | |
| DOHERTY, JAMES HUGH | PRINCIPAL OPERATIONS OFFICER | 4197747 | |
| JOHNSON, KRISTIN HAZEN MS. | CHIEF COMPLIANCE OFFICER | 5625115 | |
| PARISE, JANICE DRU | CFO/FINOP | 2338583 | |
| STENZLER, EHREN BRYANT | MANAGING PARTNER | 2939347 |
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Advisor's working at LIONTREE ADVISORS LLC
Leslie Dawn Mallon
Janice Dru Parise
Alexander L Michael
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