Overview
Assets Under Management: $1.2 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 543
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 543
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.00
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,571
Discretionary Accounts: 1,571
Regulatory Filings
CRD Number: 104233
Filing ID: 2004629
Last Filing Date: 2025-07-18 12:52:00
Website: https://flagstar.com