Spirit Of America Management Corp

Spirit Of America Management Corp (CRD# 110023) is a financial advisory firm headquartered in Syosset, NY. They manage $568,673,465 in 40 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
477 Jericho Turnpike, Syosset, NY 11791
http://www.soafunds.com
By the Numbers
  • Total Assets Under Management
    569
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $14,216,837
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY

Financial Advisors at Spirit Of America Management Corp
Showing 1 - 10 of 18 top financial advisors.
1
Vincent Atkins, financial advisor E Westport CT
Vincent G. Atkins
CRD#: 2924754
1221 Post Road East, E Westport, CT 06880

Vincent Atkins (CRD# 2924754) is an Investment Advisor Representative working at Spirit Of America Management Corp in E Westport, CT and has over 26 years of experience in the finance industry.

2
Tracy Curtis, financial advisor E Westport CT
Tracy A. Curtis
CRD#: 5135421
1221 Post Road East, E Westport, CT 06880

Tracy Curtis (CRD# 5135421) is an Investment Advisor Representative working at Spirit Of America Management Corp in E Westport, CT and has over 17 years of experience in the finance industry.

3
James Ezegelian, financial advisor Syosset NY
James M. Ezegelian
CRD#: 4977578
477 Jericho Turnpike, Syosset, NY 11791

James Ezegelian (CRD# 4977578) is an Investment Advisor Representative working at Spirit Of America Management Corp in Syosset, NY and has over 18 years of experience in the finance industry.

4
Lewis Fink, financial advisor E Westport CT
Lewis Y. Fink
CRD#: 1056599
1221 Post Road East, E Westport, CT 06880

Lewis Fink (CRD# 1056599) is an Investment Advisor Representative working at Spirit Of America Management Corp in E Westport, CT and has over 35 years of experience in the finance industry.

5
Ashley Gaines, financial advisor E. Westport CT
Ashley R. Gaines
CRD#: 5763258
1221 Post Road East, E. Westport, CT 06880

Ashley Gaines (CRD# 5763258) is an Investment Advisor Representative working at Spirit Of America Management Corp in E. Westport, CT and has over 14 years of experience in the finance industry.

6
Ronald Ganz, financial advisor Syosset NY
Ronald I. Ganz
CRD#: 4462863
477 Jericho Turnpike, Syosset, NY 11791

Ronald Ganz (CRD# 4462863) is an Investment Advisor Representative working at Spirit Of America Management Corp in Syosset, NY and has over 22 years of experience in the finance industry.

7
Jonathan Hurwitz, financial advisor E Westport CT
Jonathan B. Hurwitz
CRD#: 2580461
1221 Post Road East, E Westport, CT 06880

Jonathan Hurwitz (CRD# 2580461) is an Investment Advisor Representative working at Spirit Of America Management Corp in E Westport, CT and has over 29 years of experience in the finance industry.

8
Patricia Klein, financial advisor E Westport CT
Patricia G. Klein
CRD#: 6107967
1221 Post Road East, E Westport, CT 06880

Patricia Klein (CRD# 6107967) is an Investment Advisor Representative working at Spirit Of America Management Corp in E Westport, CT and has over 11 years of experience in the finance industry.

9
Rafael Klein, financial advisor E Westport CT
Rafael S. Klein
CRD#: 2865823
1221 Post Road East, E Westport, CT 06880

Rafael Klein (CRD# 2865823) is an Investment Advisor Representative working at Spirit Of America Management Corp in E Westport, CT and has over 18 years of experience in the finance industry.

10
Sergey Kovalev, financial advisor Syosset NY
Sergey V. Kovalev
CRD#: 6684149
477 Jericho Turnpike, Syosset, NY 11791

Sergey Kovalev (CRD# 6684149) is an Investment Advisor Representative working at Spirit Of America Management Corp in Syosset, NY and has over 7 years of experience in the finance industry.

1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals