Overview
Assets Under Management: $390 million
Headquarters: WOODBURY, NY
High-Net-Worth Clients: 161
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 161
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 248
Discretionary Accounts: 244
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 147197
Last Filing Date: 2025-02-24 00:00:00
Website: https://spielbergerbrooks.com