Ethic Inc.
Ethic Inc. (CRD# 282827) is a financial advisory firm headquartered in New York, NY. They manage $3,154,970,013 in 1,687 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management3,155MILLION
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Total Number of Accounts1,687ACCOUNTS
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Average Account Value$1,870,166
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, CO, IL, LA, MA, NE, NY, TX
Jordan Lipman (CRD# 6206176) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 10 years of experience in the finance industry.
Kelly Mahoney (CRD# 6185082) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 9 years of experience in the finance industry.
Anthony Marcozzi (CRD# 6480617) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 7 years of experience in the finance industry.
Amanda Baker (CRD# 6510606) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has 1 year of experience in the finance industry.
Jane Liu (CRD# 6540929) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 8 years of experience in the finance industry.
Corinne Merriman (CRD# 6589569) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 6 years of experience in the finance industry.
Alexander Papageorgis (CRD# 5807920) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 10 years of experience in the finance industry.
Marc Tell (CRD# 6948331) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has 1 year of experience in the finance industry.
Robert Wilson (CRD# 7517940) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has 1 year of experience in the finance industry.
Weitong Zhao (CRD# 7440882) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 2 years of experience in the finance industry.