Investment adviser · CRD 118551
GERSTEIN FISHER
Investment adviser filing (IA)
GERSTEIN, FISHER & ASSOCIATES, INC.
NEW YORK, NY, United States · Form ADV filed Aug 1, 2016
- Regulatory AUM
- $1.92B Form ADV · Item 5.F
- Client accounts
- 5,880 Accounts, not individual clients
- Employees
- 45 Reported in this filing
- Advisory professionals
- 35 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Aug 1, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
565 FIFTH AVENUE, 27TH FLOORNEW YORK, NY, 10017, United States
CRD 118551
Filing source
Form ADV 1032638 · Aug 1, 2016 · 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.