Periscope Wealth Management

  • Financial Services
  • New York NY
  • 5 employees
  • Financial Services
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Company Overview

Headquarters
1290 Avenue of the Americas, 4th Fl, New York, New York NY
Website
periscopewm.com
Phone
(212) 408-9076
Employees
5
Founded in
2017
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Company Leadership

Mathew Rough

Partner

Phone Email
Andrew Koris

Partner

Phone Email
Joseph DiMauro

Partner

Phone Email

Periscope Wealth Management Industry Tags

Wealth Management
Investment Strategies
Investment Companies
Special Opportunities Investments
Risk Management
Financial Planning
Tax-Efficient Investing Strategies
Cash Management
Insurance & Estate Planning Strategies
Asset Allocation Strategies
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FAQ

What is the location of Periscope Wealth Management's headquarters?
The headquarters of Periscope Wealth Management are situated at 1290 Avenue of the Americas, 4th Fl, New York, New York NY
What is Periscope Wealth Management's phone number?
Periscope Wealth Management's contact number is (212) 408-9076.
What is Periscope Wealth Management's official website?
The official website of Periscope Wealth Management can be found at periscopewm.com.
What is Periscope Wealth Management's current revenue?
As of February 2019, Periscope Wealth Management's annual revenue reached $3B.
How many employees does Periscope Wealth Management currently have?
Periscope Wealth Management employs approximately 5+ people as of February 2019
Which industries is Periscope Wealth Management primarily operating in?
Periscope Wealth Management operates in the following industries: Finance, Credit
Who is the Partner of Periscope Wealth Management?
Periscope Wealth Management's Partner is Mathew Rough
What are Periscope Wealth Management's industry tags?
Periscope Wealth Management's industry tags include: Wealth Management, Investment Strategies, Investment Companies
When was Periscope Wealth Management founded?
Periscope Wealth Management was founded in 2017.

Employee Directory

Key Employees

Pat McEvoy

Partner

Phone Email

Carolina Leppert

Director Of Operations

Phone Email