M.d. Sass, LLC

M.d. Sass, LLC (CRD# 110590) is a financial advisory firm headquartered in New York, NY. They manage $4,480,401,537 in 64 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
55 West 46th Street, Suite 2801, New York, NY 10036
https://www.linkedin.com/company/md-sass/
By the Numbers
  • Total Assets Under Management
    4,480
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $70,006,274
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
The map below shows states where this firm has explicit registration only.

MI, NY, TX

Financial Advisors at M.d. Sass, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Littell, financial advisor New York NY
Robert S. Littell
CRD#: 4770733
1185 Avenue Of The Americas, New York, NY 10036

Robert Littell (CRD# 4770733) is an Investment Advisor Representative working at M.d. Sass, LLC in New York, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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