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⚲
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| Clarfeld Financial Advisors LLC
✚
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|
|---|---|
| CRD # | 106743 |
| SEC # | 801-40835 |
| CIK # | 0001766347 |
| AUM | $7.1 BB (2023-03-29) |
| Employees | 140 (100% Investors, 0% Brokers) |
| Phone | 914-846-0100 |
| Address | 520 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,033 | 5.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 33 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 3,448 | 6.5 |
| By Discretionary | ||
| Discretionary | 2,212 | 3.3 |
| Non-Discretionary | 1,236 | 3.1 |
| Total | 3,448 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 6.3 | |
| Total | 3,448 | 6.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001766347] | |
| 13F-NT | [0001766347] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenhaven Associates Inc
✚
|
NY | 7.2 |
|
CSM Advisors LLC
✚
|
PA | 7.2 |
|
Ferguson Wellman Capital Management Inc
✚
|
OR | 7.1 |
|
Hornor Townsend & Kent LLC
✚
|
PA | 7.1 |
|
Douglas Lane & Associates LLC
✚
|
NY | 7.0 |
|
Forum Financial Management LP
✚
|
IL | 7.0 |
|
Conrad Siegel Investment Advisors Inc
✚
|
PA | 7.0 |
|
Homestead Advisers Corp
✚
|
VA | 7.0 |
|
Citizens Securities Inc
✚
|
RI | 7.0 |
|
Invesco Asset Management India PVT Ltd
✚
|
7.0 |