Overview
Assets Under Management: $288 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 786
Non-Discretionary Accounts: 786
Regulatory Filings
CRD Number: 288572
Filing ID: 1974213
Last Filing Date: 2025-03-31 15:36:00
Website: https://siebert.com