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Building 2BETTERMENT

Map pinNEW YORK, NY
Phone212-228-1328
NotebookSEC #801-70171
Total AUM
$69.5B
Employees
794
Clients
1,022,488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 WEST 33RD STREET
FLOOR 11
NEW YORK
NY 10001
United States
Operating Hours
9:00 - 6:00
Monday - Friday
Phone
212-228-1328

ReceiptFinancials

Total AUM
$69.5B
Accounts
1,344,483
Discretionary
$69.4B
Accounts
1,334,211
Non-Discretionary
$123.2M
Accounts
10,272

ContactClients

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Individual Clients
992,194
AUM
$46.6B
HNW Individual Clients
24,685
AUM
$17.1B
Pension/Profit Sharing Plan Clients
4,792
AUM
$5.4B
Charitable Organization Clients
11
AUM
$1.3M
Corporation or Business Clients
806
AUM
$347.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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