520 White Plains Road
3rd Floor
Tarrytown, New York 10591
Tel: 914-846-0100
CLARFELD, formally registered with the SEC as CLARFELD. The firm was established in 02/20/1992. They have over 32 offices throughout the country.
CLARFELD is a Tarrytown, New York based Financial Planning firm with nearly $12,689,956,000 assets under management, offering retirement planning & investment advisory services to 7305 clients. The firm is staffed with 160 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106743 |
SEC# | 801-40835 |
Assets Managed by Firm | $12,689,956,000 |
No. of Clients | 7305 |
No. of Advisors | 160 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 7305 | $12,689,956,000 |
High net worth individuals | 1757 | $10,490,099,000 |
Charitable organizations | 38 | $514,429,000 |
Corporations or other businesses | 56 | $1,685,428,000 |
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 |
Explore More Retirement Advisors in Tarrytown, New York