Bruce
Jensen

Boyar Asset Management, Inc

CRD#1173670
Investment Advisor
in New York, NY

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About this Advisor

Bruce Jensen is a financial advisor based in New York, New York, working with Boyar Asset Management, Inc. Bruce has previously held positions at Elevage Partners, LLC, Holly Street Wealth Advisors, Strategy Asset Managers L.L.C, and Mid Atlantic Capital Corporation. Bruce has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Bruce is part of Boyar Asset Management, Inc, which operates out of New York, New York. The firm has 9 employees and manages assets totaling $217.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Boyar Asset Management, Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

32 West 39Th Street 9Th Floor
New York, NY 10018

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Boyar Asset Management, Inc Brokerage Details

Total Assets Under Management

$217,089,272

NY Average: $7,464,549,021
Total Number of Employees

9

NY Average: 88
Total Number of Accounts

239

NY Average: 3,892
Average Account Size

$908,323

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Bruce Jensen Work History

2019 - 2020 (1 year)

Elevage Partners, LLC

2016 - 2019 (3 years)

Strategy Asset Managers L.L.C

2016 - 2016 (< 1 year)

Mid Atlantic Capital Corporation

2015 - 2019 (4 years)

Holly Street Wealth Advisors

2013 - 2015 (2 years)

Elevage Partners, LLC

Disclosures

Please visit the SEC profile of Bruce Jensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Boyar Asset Management, Inc

Bruce Jensen
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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