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Building 2VANDERBILT ADVISORY SERVICES

Map pinWOODBURY, NY
Phone631-845-5100
NotebookSEC #801-77166
Total AUM
$2.1B
Employees
161
Clients
6,470

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 FROEHLICH FARM BLVD.
WOODBURY
NY 11797
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
631-845-5100
Other Offices
43

ReceiptFinancials

Total AUM
$2.1B
Accounts
6,470
Discretionary
$1.9B
Accounts
5,912
Non-Discretionary
$175.6M
Accounts
558

ContactClients

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Individual Clients
5,804
AUM
$1.1B
HNW Individual Clients
395
AUM
$938.9M
Pension/Profit Sharing Plan Clients
243
AUM
$62.2M
Charitable Organization Clients
8
AUM
$1.7M
Corporation or Business Clients
20
AUM
$20M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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