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).

Current Firm Details
105 Maxess Road, Suite 207, Melville, NY 11747
http://www.mittlemanbrothers.com
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 Mittleman, financial advisor Westminster CO
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 21 years of experience in the finance industry.

2
Philip Mittleman, financial advisor Melville NY
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 11 years of experience in the finance industry.

3
Christopher Mittleman, financial advisor Melville NY
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 27 years 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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