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Building 2DALTON, GREINER, HARTMAN, MAHER & CO., LLC

Map pinNEW YORK, NY
Phone212-557-2445
NotebookSEC #801-62895
Total AUM
$244.6M
Employees
14
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
565 FIFTH AVENUE
SUITE 2101
NEW YORK
NY 10017-2413
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-557-2445
Other Offices
1

ReceiptFinancials

Total AUM
$244.6M
Accounts
473
Discretionary
$202.9M
Accounts
382
Non-Discretionary
$41.7M
Accounts
91

ContactClients

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Individual Clients
318
AUM
$84.8M
HNW Individual Clients
50
AUM
$56.6M
Investment Company Clients
2
AUM
$16.4M
Pension/Profit Sharing Plan Clients
9
AUM
$19.7M
Charitable Organization Clients
2
AUM
$14.6M
Government Entity Clients
1
AUM
$10.9M
Insurance Company Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
91
AUM
$41.7M
Description of Other Clients
UMA'S

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTDCFLILMAMDMIMNNCNJNYOHPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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