Overview
Assets Under Management: $5.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 98
Average Client Assets: $52 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.70
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 797
Discretionary Accounts: 783
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 134062
Last Filing Date: 2025-01-29 00:00:00
Website: https://www.linkedin.com/company/geller-advisors