Overview
Assets Under Management: $175 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 74
Average Client Assets: $2.3 million
Frequently Asked Questions
SECURITY ASSET MANAGEMENT, INC. 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 #107162), SECURITY ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
SECURITY ASSET MANAGEMENT, INC. is headquartered in NEW YORK, NY.
SECURITY ASSET MANAGEMENT, INC. serves 74 high-net-worth clients according to their SEC filing dated March 05, 2018. View client details ↓
According to their SEC Form ADV, SECURITY ASSET MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SECURITY ASSET MANAGEMENT, INC. manages $175 million in client assets according to their SEC filing dated March 05, 2018.
According to their SEC Form ADV, SECURITY ASSET MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.54%
Average Client Assets: $2.3 million
Total Client Accounts: 83
Discretionary Accounts: 78
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 107162
Filing ID: 1185348
Last Filing Date: 2018-03-05 13:28:00