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Home > Retirement Planners > new york > new york > M.D. SASS, LLC
M.D. SASS, LLC
55 West 46th Street
Suite 2801
New York, New York 10036
Tel: 212-730-2000
About M.D. SASS, LLC
MD SASS, LLC, formally registered with the SEC as MD SASS, LLC. The firm was established in 06/01/1972. They have over 1 offices throughout the country.
M.D. SASS, LLC is a New York, New York based Financial Planning firm with nearly $4,480,401,537 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110590 |
| SEC# | 801-8663 |
| Assets Managed by Firm | $4,480,401,537 |
| No. of Clients | 64 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 64 | $4,480,401,537 |
| High net worth individuals | 20 | $233,381,182 |
| Pension and profit sharing plans | 21 | $623,289,070 |
| Charitable organizations | 8 | $91,219,921 |
| Other investment advisers | 1 | $56,891,268 |
| Corporations or other businesses | 8 | $160,001,833 |
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