CLARFELD FINANCIAL ADVISORS, LLC

HTTP://WWW.CLARFELD.COM TARRYTOWN, NY How do I update this listing?

Clarfeld Financial Advisors is based out of Tarrytown. Clarfeld Financial Advisors is a large advisory firm with 630 clients and discretionary assets under management (AUM) of $1,840,000,000 (Form ADV from 2017-12-01). Their last reported 13F filing for Q4 2018 included $120,453,000 in managed 13F securities and a top 10 holdings concentration of 72.37%. Clarfeld Financial Advisors's largest holding is iShares Core S&P 500 ETF with shares held of 120,453. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.54%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Advisor Partners
Aperio
JPM Value Advantage

View Last Form Adv Compilation Report on Record

CLARFELD
520 WHITE PLAINS ROAD
TARRYTOWN NY    10591
Country: United States

Business Phone: 914-846-0100
Fax: 914-846-0199
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 80
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 226,829,000
Total Number of Clients: 630
Amount of client funds and securities by related persons: 197,965,000
Total Number of clients from related persons: 123
Disclosures:
Data above was derived from SEC filings.

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