Family Management Corporation

Family Management Corporation (CRD# 104951) is a financial advisory firm headquartered in New York, NY. They manage $2,627,201,313 in 2,136 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,627
    MILLION
  • Total Number of Accounts
    2,136
    ACCOUNTS
  • Average Account Value
    $1,229,963
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.

AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, 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
485 Madison Avenue, 19th Fl, New York, NY 10022

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
485 Madison Avenue, 19th Fl, New York, NY 10022

Seymour Zises (CRD# 816096) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 39 years of experience in the finance industry.

3
Philip T. Frank
CRD#: 4195958
485 Madison Avenue, 19th Fl, New York, NY 10022

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
485 Madison Avenue, 19th Fl, New York, NY 10022

Michael Kenney (CRD# 4298308) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 20 years of experience in the finance industry.

5
Galit G. Kursman
CRD#: 2532000
485 Madison Avenue, 19th Fl, New York, NY 10022

Galit Kursman (CRD# 2532000) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 26 years of experience in the finance industry.

6
Katrina G. Morozov
CRD#: 6623576
485 Madison Avenue, 19th Fl, New York, NY 10022

Katrina Morozov (CRD# 6623576) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 4 years of experience in the finance industry.

7
Christina M. Servia
CRD#: 5557414
485 Madison Avenue, 19th Fl, New York, NY 10022

Christina Servia (CRD# 5557414) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 13 years of experience in the finance industry.

8
Jan E. Sucic
CRD#: 2628775
485 Madison Avenue, 19th Fl, New York, NY 10022

Jan Sucic (CRD# 2628775) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 26 years of experience in the finance industry.

9
Aldo S. Tarantini
CRD#: 6009397
485 Madison Avenue, 19th Fl, New York, NY 10022

Aldo Tarantini (CRD# 6009397) is an Investment Advisor Representative working at Family Management Corporation in New York, NY and has over 8 years of experience in the finance industry.

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