George
Garfunkel

First Manhattan Co. LLC

CRD#4600562
Investment Advisor
in New York, NY

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About this Advisor

George Garfunkel is a financial advisor based in New York, New York, working with First Manhattan Co. LLC. George has previously held a position at First Manhattan Co. and has passed the Series 63 regulatory exam. George is registered to provide services in New York. Currently, George is part of First Manhattan Co. LLC, which operates out of New York, New York. The firm has 1 office and 133 employees. The firm manages assets totaling $31.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, 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 First Manhattan Co. LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

399 Park Avenue
New York, NY 10022

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First Manhattan Co. LLC Brokerage Details

Total Assets Under Management

$31,826,559,572

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

133

NY Average: 88
Total Number of Accounts

5,661

NY Average: 3,892
Average Account Size

$5,622,074

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning 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

George Garfunkel Work History

2002 - Present (22 years)

First Manhattan Co

Disclosures

Please visit the SEC profile of George Garfunkel 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 First Manhattan Co. LLC

Caroline Kelley
New York, NY
Victoria Amyot
New York, NY
Michael Kelter
New York, NY
Sharon Appelman
New York, NY
Jacqueline Thibault
New York, NY
Matt Greenberg
New York, NY
Winnie Lau
New York, NY
Sean Touhy
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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