GELLER ADVISORS LLC
Total AUM
$5.9B
Employees
49Clients
164Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 PARK AVE
SUITE 3100
NEW YORK
NY 10178
United States
SUITE 3100
NEW YORK
NY 10178
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Monday - Friday
Phone
(888) 462-3033
Other Offices
3
Financials
Total AUM
$5.9B
Accounts
797Discretionary
$5.9B
Accounts
783Non-Discretionary
$21.1M
Accounts
14
Clients
Individual Clients
56AUM
$18.2M
HNW Individual Clients
98AUM
$5.1B
Pooled Vehicle Clients
10AUM
$826.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTFLGAILMAMDNJNYPAPRTNTXVA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.