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VANDERBILT ADVISORY SERVICES
125 Froehlich Farm Blvd.
Woodbury, New York 11797
Tel: 631-845-5100
About VANDERBILT ADVISORY SERVICES
VANDERBILT ADVISORY SERVICES, formally registered with the SEC as VANDERBILT ADVISORY SERVICES. The firm was established in 10/23/2012. They have over 44 offices throughout the country.
VANDERBILT ADVISORY SERVICES is a Woodbury, New York based Financial Planning firm with nearly $1,620,533,275 assets under management, offering retirement planning & investment advisory services to 6469 clients. The firm is staffed with 132 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116537 |
| SEC# | 801-77166 |
| Assets Managed by Firm | $1,620,533,275 |
| No. of Clients | 6469 |
| No. of Advisors | 132 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6469 | $1,620,533,275 |
| Individuals (other than high net worth individuals) | 6155 | $947,719,839 |
| High net worth individuals | 282 | $655,456,644 |
| Pension and profit sharing plans | Fewer than 5 clients | $380,556 |
| Charitable organizations | 5 | $917,497 |
| Corporations or other businesses | 24 | $16,058,739 |
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