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Building 2GERSTEIN FISHER

Map pinNEW YORK, NY
Phone212 968-0707
NotebookSEC #801-60870
Total AUM
$1.9B
Employees
45
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
565 FIFTH AVENUE
27TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212 968-0707

ReceiptFinancials

Total AUM
$1.9B
Accounts
5,880
Discretionary
$1.9B
Accounts
5,806
Non-Discretionary
$23.1M
Accounts
74

ContactClients

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Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILKYMAMDMIMNNCNHNJNYOHORPATXVAWA

HandshakeAffiliates

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

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