Overview
Assets Under Management: $195 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 63
Average Client Assets: $1.6 million
Frequently Asked Questions
MIRSKY FINANCIAL MANAGEMENT CORP. 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 #166061), MIRSKY FINANCIAL MANAGEMENT CORP. is subject to fiduciary duty under federal law.
MIRSKY FINANCIAL MANAGEMENT CORP. is headquartered in ROCHESTER, NY.
MIRSKY FINANCIAL MANAGEMENT CORP. serves 63 high-net-worth clients according to their SEC filing dated March 20, 2018. View client details ↓
According to their SEC Form ADV, MIRSKY FINANCIAL MANAGEMENT CORP. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MIRSKY FINANCIAL MANAGEMENT CORP. manages $195 million in client assets according to their SEC filing dated March 20, 2018.
According to their SEC Form ADV, MIRSKY FINANCIAL MANAGEMENT CORP. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.79%
Average Client Assets: $1.6 million
Total Client Accounts: 444
Discretionary Accounts: 436
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 166061
Filing ID: 1178768
Last Filing Date: 2018-03-20 13:13:00