Overview
Assets Under Management: $228 million
Headquarters: TAMPA, FL
Frequently Asked Questions
E. BATOFF & CO., INC. 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 #124815), E. BATOFF & CO., INC. is subject to fiduciary duty under federal law.
E. BATOFF & CO., INC. is headquartered in TAMPA, FL.
According to their SEC Form ADV, E. BATOFF & CO., INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
E. BATOFF & CO., INC. manages $228 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, E. BATOFF & CO., INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.65
Total Client Accounts: 48
Discretionary Accounts: 43
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 124815
Last Filing Date: 2024-03-26 00:00:00
Website: https://verizon.net