Clarfeld

Clarfeld (CRD# 106743) is a financial advisory firm headquartered in Tarrytown, NY. They manage $6,130,000,000 in 4,526 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
520 White Plains Road, Tarrytown, NY 10591
http://www.clarfeld.com
By the Numbers
  • Total Assets Under Management
    6,130
    MILLION
  • Total Number of Accounts
    4,526
    ACCOUNTS
  • Average Account Value
    $1,354,397
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, PA, RI, SC, TX, VA

Financial Advisors at Clarfeld
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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