Overview
Assets Under Management: $877 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 15
Average Client Assets: $4 million
Frequently Asked Questions
CHARLES PRATT & COMPANY, L.L.C. 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 #104864), CHARLES PRATT & COMPANY, L.L.C. is subject to fiduciary duty under federal law.
CHARLES PRATT & COMPANY, L.L.C. is headquartered in NEW YORK, NY.
CHARLES PRATT & COMPANY, L.L.C. serves 15 high-net-worth clients according to their SEC filing dated May 01, 2025. View client details ↓
According to their SEC Form ADV, CHARLES PRATT & COMPANY, L.L.C. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CHARLES PRATT & COMPANY, L.L.C. manages $877 million in client assets according to their SEC filing dated May 01, 2025.
According to their SEC Form ADV, CHARLES PRATT & COMPANY, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 567
Discretionary Accounts: 417
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 104864
Filing ID: 1986737
Last Filing Date: 2025-05-01 13:46:00
Website: https://charlespratt.com