Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > greenwich > MARBLEGATE ASSET MANAGEMENT, LLC
MARBLEGATE ASSET MANAGEMENT, LLC
5 Greenwich Office Park
Suite 400
Greenwich, Connecticut 06831
Tel: 203-413-6940
About MARBLEGATE ASSET MANAGEMENT, LLC
MARBLEGATE ASSET MANAGEMENT, LLC, formally registered with the SEC as MARBLEGATE ASSET MANAGEMENT, LLC. The firm was established in 03/02/2012. They have over 1 offices throughout the country.
MARBLEGATE ASSET MANAGEMENT, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $2,599,044,017 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157850 |
| SEC# | 801-73459 |
| Assets Managed by Firm | $2,599,044,017 |
| No. of Clients | 25 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 25 | $2,599,044,017 |
More Retirement Planning firms in Greenwich, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Greenwich, Connecticut