Overview
Assets Under Management: $27 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 43
Average Client Assets: $0.6 million
Frequently Asked Questions
DOMINARI SECURITIES LLC 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 #18975), DOMINARI SECURITIES LLC is subject to fiduciary duty under federal law.
DOMINARI SECURITIES LLC is headquartered in NEW YORK, NY.
DOMINARI SECURITIES LLC serves 43 high-net-worth clients according to their SEC filing dated September 05, 2024. View client details ↓
According to their SEC Form ADV, DOMINARI SECURITIES LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
DOMINARI SECURITIES LLC manages $27 million in client assets according to their SEC filing dated September 05, 2024.
According to their SEC Form ADV, DOMINARI SECURITIES LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.29%
Average Client Assets: $0.6 million
Total Client Accounts: 124
Discretionary Accounts: 124
Regulatory Filings
CRD Number: 18975
Filing ID: 1897610
Last Filing Date: 2024-09-05 15:37:00