Overview
Assets Under Management: $753 million
Headquarters: GOSHEN, NY
High-Net-Worth Clients: 199
Average Client Assets: $1.5 million
Frequently Asked Questions
10-15 ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113714), 10-15 ASSOCIATES, INC. is subject to fiduciary duty under federal law.
10-15 ASSOCIATES, INC. is headquartered in GOSHEN, NY.
10-15 ASSOCIATES, INC. serves 199 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, 10-15 ASSOCIATES, INC. offers portfolio management for individuals. View all service details ↓
10-15 ASSOCIATES, INC. manages $753 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, 10-15 ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.71%
Average Client Assets: $1.5 million
Total Client Accounts: 2,255
Discretionary Accounts: 2,040
Non-Discretionary Accounts: 215
Regulatory Filings
CRD Number: 113714
Filing ID: 1194496
Last Filing Date: 2018-03-29 14:25:00