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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Clarfeld Financial Advisors LLC
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| CRD # | 106743 |
| SEC # | 801-40835 |
| CIK # | |
| AUM | $4.2 BB (32% Disc, 97% US, 2020-03-30) |
| Employees | 80 (50% Investors, 0% Brokers) |
| Phone | 914-846-0100 |
| Address | 520 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kennedy Capital Management Inc
✚
|
MO | 4.2 |
|
Union Planters Investment Advisors Inc
✚
|
IL | 4.2 |
|
Bradford & Marzec LLC
✚
|
CA | 4.2 |
|
Merrill Lynch Investment Managers International Limited
✚
|
4.2 | |
|
Miller Howard Investments Inc
✚
|
NY | 4.2 |
|
GWM Advisors LLC
✚
|
LA | 4.2 |
|
James Hambro & Partners LLP
✚
|
4.2 | |
|
BBVA Privanza Gestora SGIIC SA
✚
|
4.2 | |
|
Asset Preservation Advisors Inc
✚
|
GA | 4.1 |
|
Turim 21 Investimentos LTDA
✚
|
4.1 |