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BNY MELLON ADVISORS, INC.
NEW YORK, NY
212-495-1784
SEC #801-52378Total AUM
$33.5B
Employees
66Clients
125,705Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
200 PARK AVENUE
NEW YORK
NY 10166
United States
NEW YORK
NY 10166
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
212-495-1784
Other Offices
4
Financials
Total AUM
$33.5B
Accounts
163,433Discretionary
$33.2B
Accounts
163,432Non-Discretionary
$271.7M
Accounts
1
Clients
Individual Clients
120,219AUM
$23.7B
HNW Individual Clients
4,358AUM
$7.9B
Banking Clients
1AUM
$271.7M
Pension/Profit Sharing Plan Clients
472AUM
$160.9M
Charitable Organization Clients
243AUM
$594.4M
Government Entity Clients
1AUM
$528.4K
Investment Advisor Clients
1AUM
$223.3M
Corporation or Business Clients
409AUM
$452M
Other Clients
1AUM
$259.9M
Description of Other Clients
SEED CAPITAL ACCOUNTS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
MUTUAL FUND SCREENING, MODEL PORTFOLIO DELIVERY, MANAGER RESEARCH
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ASSET BASED FEES RELATED TO MODEL DELIVERY AND BNY ADVISOR MATCH
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 44 business affiliates.
Claimed Affiliates
Reported as an affiliate by 52 other businesses.