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).

By the Numbers
  • Total Assets Under Management
    2,070
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $16,426,101
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

CA, MI, NY, TX

Financial Advisors at M.d. Sass Investors Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert S. Littell
CRD#: 4770733
1185 Avenue Of The Americas, New York, NY 10036
87
Wealthminder
score

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.

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