Offit Capital (CRD# 144474) is a financial advisory firm headquartered in New York, NY. They manage $9,214,872,642 in 318 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management9,215MILLION
Total Number of Accounts318ACCOUNTS
Average Account Value$28,977,587
- 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, FL, MI, NJ, NY, SD, TX
Daniel Offit (CRD# 2616784) is an Investment Advisor Representative working at Offit Capital in New York, NY and has over 21 years of experience in the finance industry.