Steven BregmanCRD Number: 2568218
Current Firm: Horizon Kinetics Asset Management LLC
Steven Bregman (CRD# 2568218) is an Investment Advisor Representative working at Horizon Kinetics Asset Management LLC in New York, NY and has over 27 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Horizon Kinetics LLC||New York, NY||Apr 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management6,842MILLIONS
Total Number of Accounts1,821ACCOUNTS
Average Account Value$3,757,299
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
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