$4,790MM AUM in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
New York, NY, US
Fee 0% Commission 100%
# of Accounts
6,000
Avg Client Age
58
Overview

See ___ for a complete description of the firm. Established in 1995, Sontag Advisory is a strong firm that has transitioned to the next generation of leadership and has made significant investment in its technology, systems and service offerings. We emphasize services beyond investment management such as financial planning, trust/estate management, insurance planning, tax planning. We maintain a dedicated investment team which solely focuses on investment research and portfolio monitoring. In 2016, we launched a hybrid robo-solution/personalized advice platform and also expanded our services to provide advice to 401(k) plan sponsors. We act as trustee for client trusts. The firm has clients in 38 states and are looking to establish a physical presence in some of those markets. We are interested in acquiring practices in the New York area.

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