Segal Marco Advisors

Segal Marco Advisors (CRD# 114687) is a financial advisory firm headquartered in New York, NY. They manage $15,456,479,653 in 111 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,456
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $139,247,564
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, LA, MA, MD, MI, MN, MO, NE, NJ, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Segal Marco Advisors
No Advisor Found.
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