Overview
Assets Under Management: $757 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 187
Average Client Assets: $3.4 million
Frequently Asked Questions
TIRSCHWELL & LOEWY 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 #107104), TIRSCHWELL & LOEWY INC is subject to fiduciary duty under federal law.
TIRSCHWELL & LOEWY INC is headquartered in NEW YORK, NY.
TIRSCHWELL & LOEWY INC serves 187 high-net-worth clients according to their SEC filing dated January 18, 2018. View client details ↓
According to their SEC Form ADV, TIRSCHWELL & LOEWY INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TIRSCHWELL & LOEWY INC manages $757 million in client assets according to their SEC filing dated January 18, 2018.
According to their SEC Form ADV, TIRSCHWELL & LOEWY 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: 187
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.08%
Average Client Assets: $3.4 million
Total Client Accounts: 352
Discretionary Accounts: 351
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 107104
Filing ID: 1160791
Last Filing Date: 2018-01-18 15:44:00