Overview
Assets Under Management: $697 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 115
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 157
Discretionary Accounts: 157
Regulatory Filings
CRD Number: 104068
Last Filing Date: 2025-02-21 00:00:00
Website: https://deltec-ny.com