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Building 2NEVILLE, RODIE & SHAW INC

Map pinNEW YORK, NY
Phone212-725-1440
NotebookSEC #801-4148
Total AUM
$2B
Employees
13
Clients
355

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 MADISON AVE
NEW YORK
NY 10016-3903
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
212-725-1440

ReceiptFinancials

Total AUM
$2B
Accounts
811
Discretionary
$2B
Accounts
799
Non-Discretionary
$41.5M
Accounts
12

ContactClients

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Individual Clients
98
AUM
$45.8M
HNW Individual Clients
222
AUM
$1.8B
Pension/Profit Sharing Plan Clients
8
AUM
$14.7M
Charitable Organization Clients
17
AUM
$140.1M
Corporation or Business Clients
10
AUM
$40.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLGALAMAMDMTNCNHNJNMNYPASCTNTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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