Overview
Assets Under Management: $288 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
SIEBERT ADVISORNXT, 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 #288572), SIEBERT ADVISORNXT, LLC. is subject to fiduciary duty under federal law.
SIEBERT ADVISORNXT, LLC. is headquartered in NEW YORK, NY.
SIEBERT ADVISORNXT, LLC. serves 67 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, SIEBERT ADVISORNXT, LLC. offers portfolio management for individuals. View all service details ↓
SIEBERT ADVISORNXT, LLC. manages $288 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, SIEBERT ADVISORNXT, LLC. serves high-net-worth individuals. View client details ↓
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