Overbrook Management Corporation
Overbrook Management Corporation (CRD# 117884) is a financial advisory firm headquartered in New York, NY. They manage $1,228,633,455 in 405 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
Overbrook Management Corporation
By the Numbers
-
Total Assets Under Management1,229MILLION
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Total Number of Accounts405ACCOUNTS
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Average Account Value$3,033,663
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, CT, DC, FL, MA, ME, NH, NJ, NY
Financial Advisors at Overbrook Management Corporation
1
Jonathan Shaban (CRD# 7786422) is an Investment Advisor Representative working at Overbrook Management Corporation in New York, NY and has 1 year of experience in the finance industry.
2
Richard Zenker (CRD# 1947682) is an Investment Advisor Representative working at Overbrook Management Corporation in New York, NY and has over 34 years of experience in the finance industry.
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