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

Alan serves as the Chairman of Belgravia Group, Ltd, a real estate development company. He dedicates about full-time hours to this role during securities trading hours.

Employment History
Current Registrations
Equilibrium Ventures, LLC
June 2020 - Present · 5 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Alan Lev - Financial Advisor | TrueAdvisor