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| Happy Holidays!! thanks for using AUM13F!! |
| Clarfeld Financial Advisors LLC
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|---|---|
| CRD # | 106743 |
| SEC # | 801-40835 |
| CIK # | 0001766347 |
| AUM | $12.2 B (2025-05-09) |
| Employees | 200 (100% Investors, 30% Brokers) |
| Phone | 914-846-0100 |
| Address | 520 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,980 | 10.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 34 | 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 | 59 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 7,846 | 12.2 |
| By Discretionary | ||
| Discretionary | 6,838 | 9.9 |
| Non-Discretionary | 1,008 | 2.3 |
| Total | 7,846 | 12.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 12.0 | |
| Total | 7,846 | 12.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766347] | |
| 13F-NT | [0001766347] |
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|---|---|---|
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✚
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MA | 12.9 |
|
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✚
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Ariel Investments LLC
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MN | 12.0 |
|
Westwood Global Investments LLC
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MA | 11.8 |
|
Gilder Gagnon Howe & Co LLC
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NY | 11.6 |
|
Sapient Capital LLC
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IN | 11.4 |