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Building 2SILVERBERG BERNSTEIN CAPITAL MANAGEMENT

Map pinARMONK, NY
Phone203-820-9107
NotebookSEC #801-128290
Total AUM
$283M
Employees
3
Clients
135

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 MILLER CIRCLE
ARMONK
NY 10504
United States
Operating Hours
8A-5P
Monday - Friday
Phone
203-820-9107

ReceiptFinancials

Total AUM
$283M
Accounts
128
Discretionary
$283M
Accounts
128
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$3M
HNW Individual Clients
33
AUM
$271M
Investment Company Clients
1
AUM
$2M
Pension/Profit Sharing Plan Clients
2
AUM
$5M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILMANHNJNYRITNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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