Galit
Kursman
Family Management Corporation
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About this Advisor
Galit Kursman is a financial advisor who works in New York, New York with 2 years of relevant experience. Kursman is an employee of Family Management Corporation. Throughout their career, Kursman has worked at Next Capital Management, LLC, Credit Suisse Securities (Usa) LLC and Family Management Corporation. Kursman has a Series 63 license, certifying them as a securities broker, and can advise clients in New York. Family Management Corporation is a business that has its headquarters in New York, NY. The firm has offices in two locations and a total of 20 financial advisors. It manages $3 billion in total assets between its 2,985 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 2,985 customer accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. A financial advisor's fees largely are based on which services the firm provides the client. However, fees billed by Family Management Corporation may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Management Corporation Brokerage Details
$3,155,272,313
20
2,985
$1,057,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Galit Kursman Work History
Galit has been registered as a financial advisor for 2 years.*
Family Management Corporation
Next Capital Management, LLC
Credit Suisse Securities (Usa) LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Galit Kursman 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 Family Management Corporation
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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