M
$90.7M Total AUM
$90.7M Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Goldman Sachs ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2022
- Office Locations
- 1
Office Locations
-- Lakewood NJ
About Mynad LLC
Mynad LLC is a Lakewood-based RIA. The firm has been operating for 4 years. Managing $90.7M in total assets under management, with 1 advisory representatives. They custody assets with Goldman Sachs and Interactive Brokers.
Team overview
-- AVG AGE
$90.7M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
4.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Bena Gulkowitz
CHIEF OPERATING OFFICER, Managing Partner, Marketing Consultant
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
C
Chaim Joseph Gulkowitz
Chief Compliance Officer, Managing Partner, Marketing Consultant
- CRD
- #7544470
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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