Overview
Assets Under Management: $1.6 billion
Headquarters: WOODBURY, NY
High-Net-Worth Clients: 282
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 282
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,469
Discretionary Accounts: 6,334
Non-Discretionary Accounts: 135
Regulatory Filings
CRD Number: 116537
Filing ID: 2009480
Last Filing Date: 2025-08-13 16:41:00
Website: https://vanderbiltsecurities.com