Siebert Investment Advisors, Inc. is a mid-sized advisory firm based in New York. It manages $57.3 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Connecticut, and 12 other states.
Siebert Investment Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Siebert Investment Advisors, Inc. is $57.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Siebert Investment Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Mark Peter Malek has served as the Chief Investment Officer since 1 Feb 2017. Ronald Ross Bono joined the executive team most recently as the Cco.
The principal office where Siebert Investment Advisors, Inc. performs its advisory services is located at 120 Wall Street, New York, NY 10005, which is also the mailing address of the firm. An additional office of the firm is in Boca Raton, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-872-0444 or by fax 212-486-2784. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at siebertadvisors.com.