Investment adviser · CRD 167479

CANTOR FITZGERALD WEALTH PARTNERS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jul 11, 2017

Regulatory AUM
$426M
Form ADV · Item 5.F
Client accounts
980
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
12
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 11, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

110 EAST 59TH STREET
NEW YORK, NY, 10022, United States

CRD 167479

Filing source

Form ADV 1126997 · Jul 11, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.