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WESTMORE ASSET MANAGEMENT
RENA ADVISORS LLC
CRD 164431 · SEC 801-77110
1 BLUE HILL PLAZA, LOBBY LEVEL, SUITE 1509, PEARL RIVER, NY, 10965, United States
Phone
347-308-7886
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$54.5M
Discretionary AUM
$30.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersBUSINESS STRATEGY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $3.4M |
| High net worth individuals | 3 | $51.1M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD