Segal Marco Advisors
Segal Marco Advisors (CRD# 114687) is a financial advisory firm headquartered in New York, NY. They manage $31,926,819,481 in 120 accounts and serve the financial needs of clients across 37 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management31,927MILLION
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$266,056,829
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
Financial Advisors at Segal Marco Advisors
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.