Overview
Assets Under Management: $229 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 79
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 85
Discretionary Accounts: 85
Regulatory Filings
CRD Number: 150575
Last Filing Date: 2024-03-07 00:00:00
Website: https://16thadvisors.com