EQUITABLE ADVISORS, LLC

NEW YORK, NY

212-314-4600

SEC #801-14065

Total AUM

$42.5B

Employees

5,674

Clients

73,011

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

1345 AVENUE OF THE AMERICAS
NEW YORK
NY 10105
United States

Operating Hours

8:30AM - 4:30PM
Monday - Friday

Phone

212-314-4600

Other Offices

885

Financials

Total AUM

$42.5B

Accounts

94,626

Discretionary

$21.1B

Accounts

42,652

Non-Discretionary

$21.4B

Accounts

51,974

Clients

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Individual Clients

38,280

AUM

$9.2B

HNW Individual Clients

33,710

AUM

$31.9B

Pension/Profit Sharing Plan Clients

455

AUM

$498.8M

Charitable Organization Clients

196

AUM

$257.3M

Corporation or Business Clients

370

AUM

$633.2M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 18 business affiliates.

Claimed Affiliates

Reported as an affiliate by 28 other businesses.