DOWNTOWN INVESTMENT ADVISORY

360 Hamilton Avenue
Suite 1110
White Plains, New York 10601
Tel: (917) 363-4919

About DOWNTOWN INVESTMENT ADVISORY

DOWNTOWN INVESTMENT ADVISORY, formally registered with the SEC as DOWNTOWN INVESTMENT ADVISORY. The firm was established in 04/17/2017. They have over 2 offices throughout the country.

DOWNTOWN INVESTMENT ADVISORY is a White Plains, New York based Financial Planning firm with nearly $120,206,238 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168812
SEC#	801-110387
Assets Managed by Firm	$120,206,238
No. of Clients	162
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (RETIREMENT PLAN CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	162	$120,206,238
Individuals (other than high net worth individuals)	24	$13,278,314
High net worth individuals	37	$97,859,016
Charitable organizations	6	$9,068,908

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