M.d. Sass Associates Inc.

M.d. Sass Associates Inc. (CRD# 110596) is a financial advisory firm headquartered in New York, NY. They manage $2,520,387,231 in 135 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,520
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $18,669,535
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

FL, MO, NJ, NY, PA

Financial Advisors at M.d. Sass Associates Inc.
No Advisor Found.
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