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DOWNTOWN INVESTMENT ADVISORY
360 Hamilton Avenue
Suite 1110
White Plains, New York 10601
Tel: (917) 363-4919
About DOWNTOWN INVESTMENT ADVISORY
DOWNTOWN INVESTMENT ADVISORY, formally registered with the SEC as DOWNTOWN INVESTMENT ADVISORY. The firm was established in 04/17/2017. They have over 2 offices throughout the country.
DOWNTOWN INVESTMENT ADVISORY is a White Plains, New York based Financial Planning firm with nearly $120,206,238 assets under management, offering retirement planning & investment advisory services to 162 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168812 |
| SEC# | 801-110387 |
| Assets Managed by Firm | $120,206,238 |
| No. of Clients | 162 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (RETIREMENT PLAN CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 162 | $120,206,238 |
| Individuals (other than high net worth individuals) | 24 | $13,278,314 |
| High net worth individuals | 37 | $97,859,016 |
| Charitable organizations | 6 | $9,068,908 |
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