National Retirement Planning Experts

National Coverage
Local Professionals

GIVERNY CAPITAL ASSET MANAGEMENT

600 Madison Avenue, #2300
New York, New York 10022
Tel: 646-669-8950

Need a Financial Advisor?
Compare Vetted Advisors

About GIVERNY CAPITAL ASSET MANAGEMENT

GIVERNY CAPITAL ASSET MANAGEMENT, formally registered with the SEC as GIVERNY CAPITAL ASSET MANAGEMENT. The firm was established in 03/13/2020. They have over 1 offices throughout the country.

GIVERNY CAPITAL ASSET MANAGEMENT is a New York, New York based Financial Planning firm with nearly $368,800,284 assets under management, offering retirement planning & investment advisory services to 191 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306473
SEC#801-118218
Assets Managed by Firm$368,800,284
No. of Clients191
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total191$368,800,284
Individuals (other than high net worth individuals)69$38,412,714
High net worth individuals113$312,835,248
Charitable organizations1$15,095,634
Corporations or other businesses8$2,456,688

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