Overview
Assets Under Management: $873 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 146
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.54
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 771
Discretionary Accounts: 771
Regulatory Filings
CRD Number: 128856
Filing ID: 1952190
Last Filing Date: 2025-03-27 10:30:00
Website: https://estabrookcap.com