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SPIELBERGER & BROOKS, INC.
WOODBURY, NY
516-433-3100
SEC #801-69153Total AUM
$473.8M
Employees
2Clients
258Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7600 JERICHO TURNPIKE
SUITE 305
WOODBURY
NY 11797
United States
SUITE 305
WOODBURY
NY 11797
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
516-433-3100
Financials
Total AUM
$473.8M
Accounts
251Discretionary
$457.2M
Accounts
246Non-Discretionary
$16.5M
Accounts
5
Clients
Individual Clients
69AUM
$7.3M
HNW Individual Clients
177AUM
$450M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
5AUM
$16.5M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.