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SPIRIT OF AMERICA MANAGEMENT CORP

477 Jericho Turnpike
Syosset, New York 11791-9006
Tel: 516-921-4200

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About SPIRIT OF AMERICA MANAGEMENT CORP

SPIRIT OF AMERICA MANAGEMENT CORP, formally registered with the SEC as SPIRIT OF AMERICA MANAGEMENT CORP. The firm was established in 08/06/1997. They have over 5 offices throughout the country.

SPIRIT OF AMERICA MANAGEMENT CORP is a Syosset, New York based Financial Planning firm with nearly $584,755,932 assets under management, offering retirement planning & investment advisory services to 43 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110023
SEC#801-54782
Assets Managed by Firm$584,755,932
No. of Clients43
No. of Advisors36

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total43$584,755,932
Individuals (other than high net worth individuals)42$9,168,966

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