Mortgage Industry Advisory Company
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Overview
Mortgage Industry Advisory Company is a financial advisory firm located in New York, New York. The firm has $1.2 billion in assets throughout 35 customer accounts, placing it among the bigger firms in the United States by assets under management (AUM). It has an average-sized team, including 8 financial advisors. Mortgage Industry Advisory Company is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as equities, bonds and options.
Mortgage Industry Advisory Company oversees none of its client assets on a discretionary basis. Discretionary management signifies that transaction decisions are made by an investment advisor without requiring the customer's permission. The company also manages 35 non-discretionary accounts with a total of $1.2 billion in assets under management. The investment advisory firm's average account size is $34.1 million. An average advisor at Mortgage Industry Advisory Company oversees about four client accounts, placing it among the most personalized advisor firms in the country.
The company's headquarters is at 521 5Th Avenue, New York, New York 10175. The company is legally allowed to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mortgage Industry Advisory Company by the Numbers
$1.2 billion
100
35
$34.1 million
Fee Structure
Financial management fees vary depending on which services the firm provides the client. However, fee types charged by Mortgage Industry Advisory Company likely include the following fee types: fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Mortgage Industry Advisory Company.
Available
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company works with banking institutions, state or municipal government entities and other. Out of its 35 accounts, Mortgage Industry Advisory Company's biggest client group by number of accounts is other. None of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mortgage Industry Advisory Company does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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