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Estee Advisors LLC

Headquartered in SHORT HILLS, NJ

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Firm Information

Estee Advisors LLC is an investment advisor with 3 investment advisory functions and manages approximately $70.33 million in assets. They offer portfolio management services for individuals and pooled investment vehicles. The firm has 2 investment adviser representatives. They primarily work with pooled investment vehicles (3 clients, $70.01 million), high net worth individuals (1 client, $119,536), and corporations/businesses (1 client, $200,494).

Estee Advisors LLC

$70.33M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

ESTEE ADVISORS LLC has a total of 2 branch locations across the country.
location

SHORT HILLS, NJ

location

Monteverde, FL

Advisors at Estee Advisors LLC

View All 2 Advisors
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Sandeep Tyagi

RA

Monteverde, FL

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Gaurav Sahni

RA

SHORT HILLS, NJ

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Disclosures

There are no public disclosures for Estee Advisors LLC.

Frequently Asked Questions (5)

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