|
⚲
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| Clarfeld Financial Advisors LLC
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| |
|---|---|
| CRD # | 106743 |
| SEC # | 801-40835 |
| CIK # | 0001766347 |
| AUM | $9.5 BB (2024-03-20) |
| Employees | 160 (100% Investors, 12% Brokers) |
| Phone | 914-846-0100 |
| Address | 520 White Plains Road Tarrytown, NY 10591 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,035 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 34 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 43 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,456 | 9.5 |
| By Discretionary | ||
| Discretionary | 3,459 | 7.2 |
| Non-Discretionary | 997 | 2.3 |
| Total | 4,456 | 9.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 9.3 | |
| Total | 4,456 | 9.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001766347] | |
| 13F-NT | [0001766347] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stonebridge Advisors LLC
✚
|
CT | 10.0 |
|
Everett Harris & Co
✚
|
CA | 10.0 |
|
Greenhaven Associates Inc
✚
|
NY | 9.6 |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 9.5 |
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 9.4 |
|
United Planners' Financial Services of America A Limited Partner
✚
|
AZ | 9.3 |
|
Capital Wealth Planning LLC
✚
|
FL | 9.2 |
|
Ramirez Asset Management Inc
✚
|
NY | 9.1 |
|
Vident Advisory LLC
✚
|
GA | 9.0 |
|
Agincourt Capital Management LLC
✚
|
VA | 9.0 |