Overview
Assets Under Management: $125 million
Headquarters: WHITE PLAINS, NY
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
DOWNTOWN INVESTMENT ADVISORY 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 #168812), DOWNTOWN INVESTMENT ADVISORY is subject to fiduciary duty under federal law.
DOWNTOWN INVESTMENT ADVISORY is headquartered in WHITE PLAINS, NY.
DOWNTOWN INVESTMENT ADVISORY serves 35 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, DOWNTOWN INVESTMENT ADVISORY offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
DOWNTOWN INVESTMENT ADVISORY manages $125 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, DOWNTOWN INVESTMENT ADVISORY serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 153
Discretionary Accounts: 153
Regulatory Filings
CRD Number: 168812
Filing ID: 2050222
Last Filing Date: 2026-02-05 07:32:38