Overview
Assets Under Management: $5.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 98
Average Client Assets: $52 million
Frequently Asked Questions
GELLER ADVISORS LLC 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 #134062), GELLER ADVISORS LLC is subject to fiduciary duty under federal law.
GELLER ADVISORS LLC is headquartered in NEW YORK, NY.
GELLER ADVISORS LLC serves 98 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, GELLER ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
GELLER ADVISORS LLC manages $5.9 billion in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, GELLER ADVISORS LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.70
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 797
Discretionary Accounts: 783
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 134062
Last Filing Date: 2025-01-29 00:00:00
Website: https://corient.com