Beck, Mack & Oliver LLC

Beck, Mack & Oliver LLC (CRD# 105466) is a financial advisory firm headquartered in New York, NY. They manage $3,820,603,349 in 2,081 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,821
    MILLION
  • Total Number of Accounts
    2,081
    ACCOUNTS
  • Average Account Value
    $1,835,946
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WV

Financial Advisors at Beck, Mack & Oliver LLC
No Advisor Found.
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