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Stelac Advisory Services LLC

Headquartered in NEW YORK, NY

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Firm Information

Stelac Advisory Services LLC is an investment advisory firm based in New York, NY. Founded in 2015, the firm provides financial planning and portfolio management services to high-net-worth individuals, pooled investment vehicles, and other clients. The firm's investment philosophy is based on a long-term, value-oriented approach. Stelac Advisory Services LLC is registered with the SEC and has a strong track record of delivering consistent investment returns for its clients.

Stelac Advisory Services LLC

654 MADISON AVENUE

NEW YORK, NY 10065

$3.94B

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

STELAC ADVISORY SERVICES LLC has a total of 1 branch locations across the country.
location

MIAMI, FL

Advisors at Stelac Advisory Services LLC

View All 2 Advisors
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Ricardo Hellmund

RA

MIAMI, FL

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Fernando Pardo

RA

MIAMI, FL

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Disclosures

There are no public disclosures for Stelac Advisory Services LLC.

Frequently Asked Questions (5)

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