Overview
Assets Under Management: $33.1 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 664
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 664
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 5.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 774
Discretionary Accounts: 774
Regulatory Filings
CRD Number: 131556
Last Filing Date: 2025-01-28 00:00:00
Website: https://eipny.com