Siegel Asset Management Partners
Siegel Asset Management Partners (CRD# 310741) is a financial advisory firm headquartered in Plainview, NY. They manage $8,600,000 in 1 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Siegel Asset Management Partners
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$8,600,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Siegel Asset Management Partners
1
Yves Siegel (CRD# 1197673) is an Investment Advisor Representative working at Siegel Asset Management Partners in Plainview, NY and has over 40 years of experience in the finance industry.
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