IV
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Itay Nmn Vinik

12 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
6 clients
Average Client Portfolio
$22.9M average
Assets Under Management
$137.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

80 Eighth Ave, 5th Floor, New York, NY, 10011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Itay holds a Texas real estate license and manages multi-family properties in Texas through holding companies, dedicating about half of his time to this activity. He also refers clients to his real estate businesses, though they are under no obligation to use them.

Employment History
Current Registrations
Equilibrium Ventures, LLC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
United Global Advisors, LLC
June 2013 - May 2020 · 6 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Itay Nmn Vinik - Financial Advisor | TrueAdvisor