CANTOR FITZGERALD INVESTMENT ADVISORS

110 East 59th Street
7th Floor
New York, New York 10022
Tel: (212) 915-1722

About CANTOR FITZGERALD INVESTMENT ADVISORS

CANTOR FITZGERALD INVESTMENT ADVISORS, formally registered with the SEC as CANTOR FITZGERALD INVESTMENT ADVISORS. The firm was established in 11/15/2011. They have over 3 offices throughout the country.

CANTOR FITZGERALD INVESTMENT ADVISORS is a New York, New York based Financial Planning firm with nearly $1,783,515,117 assets under management, offering retirement planning & investment advisory services to 1366 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159296
SEC#	801-72852
Assets Managed by Firm	$1,783,515,117
No. of Clients	1366
No. of Advisors	35

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (ASSETS UNDER A RESEARCH PROVIDER ARRANGEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1366	$1,783,515,117
Individuals (other than high net worth individuals)	714	$189,983,723
High net worth individuals	572	$858,712,507
Pension and profit sharing plans	17	$23,914,273
Charitable organizations	33	$42,027,883
Corporations or other businesses	23	$48,054,316

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