14 Vanderventer Ave
Suite 200
Port Washington, New York 11050
Tel: 516-439-5525
BLANK EQUITY MANAGEMENT LLC, formally registered with the SEC as BLANK EQUITY MANAGEMENT LLC. The firm was established in 03/19/2014. They have over 1 offices throughout the country.
BLANK EQUITY MANAGEMENT LLC is a Port Washington, New York based Financial Planning firm with nearly $126,702,651 assets under management, offering retirement planning & investment advisory services to 344 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 153570 |
SEC# | 801-79355 |
Assets Managed by Firm | $126,702,651 |
No. of Clients | 344 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 344 | $126,702,651 |
Individuals (other than high net worth individuals) | 114 | $31,410,361 |
High net worth individuals | 50 | $90,105,201 |
Pension and profit sharing plans | 9 | $5,187,089 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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