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CANNELL & SPEARS LLC
NEW YORK, NY
212-752-5255
SEC #801-67401Total AUM
$7B
Employees
40Clients
2,549Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
535 MADISON AVENUE
14TH FLOOR
NEW YORK
NY 10022
United States
14TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
212-752-5255
Other Offices
1
Financials
Total AUM
$7B
Accounts
2,577Discretionary
$6.8B
Accounts
2,528Non-Discretionary
$190.4M
Accounts
49
Clients
Individual Clients
457AUM
$112.9M
HNW Individual Clients
1,937AUM
$6.2B
Investment Company Clients
1AUM
$113.9M
Pooled Vehicle Clients
2AUM
$12.2M
Pension/Profit Sharing Plan Clients
56AUM
$51M
Charitable Organization Clients
53AUM
$250.3M
Corporation or Business Clients
43AUM
$231.7M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
REVIEW OF ASSET ALLOCATION
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAIDILLAMAMDMEMNMTNCNHNJNMNYOHORPARISCTNTXVAVTWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.