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Building 2CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Map pinNEW YORK, NY
Phone212-850-4260
NotebookSEC #801-76705
Total AUM
$40.3B
Employees
193
Clients
850

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 PARK AVENUE
16TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-850-4260
Other Offices
33

ReceiptFinancials

Total AUM
$40.3B
Accounts
914
Discretionary
$17B
Accounts
572
Non-Discretionary
$23.2B
Accounts
342

ContactClients

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Pension/Profit Sharing Plan Clients
821
AUM
$31.9B
Charitable Organization Clients
20
AUM
$3.4B
Government Entity Clients
4
AUM
$133.7M
Corporation or Business Clients
5
AUM
$4.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS UNDER A CONSULTATIVE REVIEW

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINKYNCNJNVNYOHORPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.

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