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CANTOR FITZGERALD INVESTMENT ADVISORS
NEW YORK, NY
(212) 915-1722
SEC #801-72852Total AUM
$3.2B
Employees
35Clients
1,295Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
110 EAST 59TH STREET
7TH FLOOR
NEW YORK
NY 10022
United States
7TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00-5:00
Monday - Friday
Monday - Friday
Phone
(212) 915-1722
Other Offices
2
Financials
Total AUM
$3.2B
Accounts
1,302Discretionary
$3.2B
Accounts
1,302Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
592AUM
$187.6M
HNW Individual Clients
625AUM
$1.1B
Investment Company Clients
6AUM
$1.7B
Pooled Vehicle Clients
3AUM
$114.6M
Pension/Profit Sharing Plan Clients
10AUM
$21.8M
Charitable Organization Clients
35AUM
$46M
Corporation or Business Clients
24AUM
$47.2M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ASSETS UNDER A RESEARCH PROVIDER ARRANGEMENT
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.