M.d. Sass-macquarie Financial Strategies Management Company, LLC

M.d. Sass-macquarie Financial Strategies Management Company, LLC (CRD# 124506) is a financial advisory firm headquartered in New York, NY. They manage $143,489,955 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $71,744,978
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

NY, TX

Financial Advisors at M.d. Sass-macquarie Financial Strategies Management Company, LLC
No Advisor Found.
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