Overview

Headquarters
New York, NY
Total Firm Assets
$11.6 billion
Average High-Net-Worth Client Portfolio Size
$0.8 million

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
51.84%
Number of High-Net-Worth Clients
7,940
Total Client Accounts
8,419
Discretionary Accounts
8,419

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
113128

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions