Overview
Assets Under Management: $3.5 billion
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 4
Average Client Assets: $834 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.50
Average High-Net-Worth Client Assets: $834 million
Total Client Accounts: 2,081
Non-Discretionary Accounts: 2,081
Regulatory Filings
CRD Number: 111581
Filing ID: 1956748
Last Filing Date: 2025-03-12 16:15:00
Website: https://efs316.com