National Retirement Planning Experts

National Coverage
Local Professionals

CORDOBA ADVISORY PARTNERS LLC

488 Madison Avenue
24th Floor
New York, New York 10022
Tel: (917) 746-4806

Need a Financial Advisor?
Compare Vetted Advisors

About CORDOBA ADVISORY PARTNERS LLC

CORDOBA ADVISORY PARTNERS LLC, formally registered with the SEC as CORDOBA ADVISORY PARTNERS LLC. The firm was established in 06/21/2021. They have over 1 offices throughout the country.

CORDOBA ADVISORY PARTNERS LLC is a New York, New York based Financial Planning firm with nearly $1,515,091,768 assets under management, offering retirement planning & investment advisory services to 113 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#310199
SEC#801-121538
Assets Managed by Firm$1,515,091,768
No. of Clients113
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total113$1,515,091,768
High net worth individuals49$1,500,091,768

More Retirement Planning firms in New York, New York:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC.
383 Madison Avenue
New York, NY, 10179-0001
$2,549,092,782,514928983167
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
200 West Street
New York, NY, 10282
$1,661,286,615,1541893111305
BLACKROCK FINANCIAL MANAGEMENT, INC
50 Hudson Yards
New York, NY, 10001
$1,288,497,806,43921846407
BLACKROCK ADVISORS, LLC
50 Hudson Yards
New York, NY, 10001
$869,677,370,186306221
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
1585 Broadway
New York, NY, 10036
$535,031,832,55325406492

Explore More Retirement Advisors in New York, New York