Family Management Corporation

Family Management Corporation (CRD# 104951) is a financial advisory firm headquartered in New York, NY. They manage $3,155,272,313 in 2,985 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
155 E. 44th Street, 21st Floor, New York, NY 10017
https://www.linkedin.com/company/family-management-corporation
By the Numbers
  • Total Assets Under Management
    3,155
    MILLION
  • Total Number of Accounts
    2,985
    ACCOUNTS
  • Average Account Value
    $1,057,043
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
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, FL, GA, IA, IL, MA, MD, MI, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Family Management Corporation
Showing 1 - 9 of 9 top financial advisors.
1
David Schawel, financial advisor New York NY
David R. Schawel
CRD#: 4927312
155 E. 44th Street, 21st Floor, New York, NY 10017

David Schawel (CRD# 4927312) is an Investment Advisor Representative working at New River Investments in the Raleigh/Durham NC area with 11 years of experience in the investment industry. He previously managed a $2b+ investment portfolio for Square 1 Financial in Durham, NC. He is a CFA charterholder and has previous experience in both equity research and investment banking.

2
Seymour Zises, financial advisor New York NY
Seymour W. Zises
CRD#: 816096
155 E. 44th Street, 21st Floor, New York, NY 10017

Seymour Zises (CRD# 816096) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 40 years of experience in the finance industry.

3
Philip Frank, financial advisor New York NY
Philip T. Frank
CRD#: 4195958
155 E. 44th Street, 21st Floor, New York, NY 10017

Philip Frank (CRD# 4195958) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has 1 year of experience in the finance industry.

4
Michael Kenney, financial advisor New York NY
Michael D. Kenney
CRD#: 4298308
155 E. 44th Street, 21st Floor, New York, NY 10017

Michael Kenney (CRD# 4298308) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 22 years of experience in the finance industry.

5
Galit Kursman, financial advisor New York NY
Galit G. Kursman
CRD#: 2532000
155 E. 44th Street, 21st Floor, New York, NY 10017

Galit Kursman (CRD# 2532000) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 28 years of experience in the finance industry.

6
Christina Servia, financial advisor New York NY
Christina M. Servia
CRD#: 5557414
155 E. 44th Street, 21st Floor, New York, NY 10017

Christina Servia (CRD# 5557414) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 14 years of experience in the finance industry.

7
Jan Sucic, financial advisor New York NY
Jan E. Sucic
CRD#: 2628775
155 E. 44th Street, 21st Floor, New York, NY 10017

Jan Sucic (CRD# 2628775) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 28 years of experience in the finance industry.

8
Aldo Tarantini, financial advisor New York NY
Aldo S. Tarantini
CRD#: 6009397
155 E. 44th Street, 21st Floor, New York, NY 10017

Aldo Tarantini (CRD# 6009397) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 10 years of experience in the finance industry.

9
Andrea Tessler, financial advisor New York NY
Andrea L. Tessler
CRD#: 1407430
155 E. 44th Street, 21st Floor, New York, NY 10017

Andrea Tessler (CRD# 1407430) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 36 years of experience in the finance industry.

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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