Overview
Assets Under Management: $1.3 billion
Headquarters: WOODBURY, NY
High-Net-Worth Clients: 357
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 357
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,821
Discretionary Accounts: 4,782
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 112694
Filing ID: 2009497
Last Filing Date: 2025-08-13 16:45:00
Website: https://vanderbiltsecurities.com