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).

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
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 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 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 41 years of experience in the finance industry.

3
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 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 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 29 years of experience in the finance industry.

6
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 15 years of experience in the finance industry.

7
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 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 11 years of experience in the finance industry.

9
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 37 years of experience in the finance industry.

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