Mittleman Investment Management, LLC

Mittleman Investment Management, LLC (CRD# 138338) is a financial advisory firm headquartered in Melville, NY. They manage $410,552,854 in 410 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $1,001,348
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 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, CO, CT, FL, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, TX

Financial Advisors at Mittleman Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David J. Mittleman
CRD#: 2685071
Westminster, CO
93
Wealthminder
score

David Mittleman (CRD# 2685071) is an Investment Advisor Representative working at Mittleman Investment Management, LLC in Westminster, CO and has over 20 years of experience in the finance industry.

2
Philip C. Mittleman
CRD#: 2005969
105 Maxess Road, Suite 207, Melville, NY 11747
73
Wealthminder
score

Philip Mittleman (CRD# 2005969) is an Investment Advisor Representative working at Mittleman Investment Management, LLC in Melville, NY and has over 10 years of experience in the finance industry.

3
Christopher P. Mittleman
CRD#: 2078183
105 Maxess Road, Suite 207, Melville, NY 11747
58
Wealthminder
score

Christopher Mittleman (CRD# 2078183) is an Investment Advisor Representative working at Mittleman Investment Management, LLC in Melville, NY and has over 26 years of experience in the finance industry.

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