M.d. Sass Investors Services, Inc.
M.d. Sass Investors Services, Inc. (CRD# 110590) is a financial advisory firm headquartered in New York, NY. They manage $2,069,688,712 in 126 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management2,070MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$16,426,101
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MI, NY, TX
Robert Littell (CRD# 4770733) is an Investment Advisor Representative working at M.d. Sass Investors Services, Inc. in New York, NY and has 1 year of experience in the finance industry.