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FIRM PROFILE
Overview
STUART PORTFOLIO CONSULTANTS, L.P. is located at 575 Fifth Avenue 14th Floor, New York, NY 10017 and was first established at New York, Delaware in 01/28/1998. After operating for 28 years, STUART PORTFOLIO CONSULTANTS, L.P. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of STUART PORTFOLIO CONSULTANTS, L.P.’s clients are individuals and 0% of their clients are high net worth individuals. STUART PORTFOLIO CONSULTANTS, L.P. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at STUART PORTFOLIO CONSULTANTS, L.P. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access STUART PORTFOLIO CONSULTANTS, L.P.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at STUART PORTFOLIO CONSULTANTS, L.P.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for STUART PORTFOLIO CONSULTANTS, L.P. Comes From
Understanding the Statistics for STUART PORTFOLIO CONSULTANTS, L.P. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
575 Fifth Avenue 14th Floor, New York, NY 10017
575 Fifth Avenue 14th Floor, New York, NY 10017
Small
(212) 360-7500
Delaware since 01/28/1998
Partnership
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at STUART PORTFOLIO CONSULTANTS, L.P.
James Mcgeehan Jr.
William Anthony Anawaty JR.
Christoph Edward Umscheid
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