CLARFELD FINANCIAL ADVISORS, LLC

HTTPS://TWITTER.COM/CLARFELDFA TARRYTOWN, NY Investment Advisor How do I update this listing?

Clarfeld Financial Advisors is based out of Tarrytown. Clarfeld Financial Advisors is a large advisory firm with 650 clients and discretionary assets under management (AUM) of $1,871,000,000 (Form ADV from 2018-06-01). Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2019

Top Buys

  • Name% Change

03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Holdings Summary

CLARFELD FINANCIAL ADVISORS, LLC filed under a combined 13F through CITIZENS FINANCIAL GROUP INC for 03/31/2019

03/31/2019

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

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

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: 164,822,000
Total Number of Clients: 650
Amount of client funds and securities by related persons: 152,589,000
Total Number of clients from related persons: 119
Disclosures: 11.D (1),11.D (2),11.D (4)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments