1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STEINBERG GLOBAL ASSET MANAGEMENT LTD

Map pinBOCA RATON, FL
Phone561-750-0800
NotebookSEC #801-41473
Total AUM
$1B
Employees
18
Clients
517

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5100 TOWN CENTER CIRCLE
SUITE 150
BOCA RATON
FL 33486
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
561-750-0800

ReceiptFinancials

Total AUM
$1B
Accounts
1,472
Discretionary
$919.2M
Accounts
1,362
Non-Discretionary
$125.2M
Accounts
110

ContactClients

View more in analytics →

Individual Clients
235
AUM
$96.1M
HNW Individual Clients
239
AUM
$852.8M
Pension/Profit Sharing Plan Clients
14
AUM
$8.5M
Charitable Organization Clients
4
AUM
$5.3M
Corporation or Business Clients
25
AUM
$81.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MONITORING & CONSULTING SERVICES; INVESTMENT MODELS FOR UNAFFILIATED ADVISORS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILLAMAMDNCNHNJNYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account