Offit Capital (CRD# 144474) is a financial advisory firm headquartered in New York, NY. They manage $13,861,182,784 in 417 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management13,861MILLION
Total Number of Accounts417ACCOUNTS
Average Account Value$33,240,246
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, IL, MD, NJ, NY, PA, TX, WI
Daniel Offit (CRD# 2616784) is an Investment Advisor Representative working at Offit Capital in New York, NY and has over 25 years of experience in the finance industry.