Lucy
Tang

Gilder Gagnon Howe & Co. LLC

CRD#5941619
Investment Advisor
in New York, NY

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About this Advisor

Lucy Tang is a financial advisor based in New York, New York, working with Gilder Gagnon Howe & Co. LLC. Lucy has previously held a position at Gilder Gagnon Howe & Co. LLC. Lucy has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Lucy is part of Gilder Gagnon Howe & Co. LLC, which operates out of New York, New York. The firm has 85 employees and manages assets totaling $9.4 billion. 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, as well as portfolio management for institutional clients. The fee structure at Gilder Gagnon Howe & Co. LLC includes asset-based and commission-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Commissions

Office Location

475 Tenth Avenue
New York, NY 10018

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Gilder Gagnon Howe & Co. LLC Brokerage Details

Total Assets Under Management

$9,441,552,498

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

85

NY Average: 88
Total Number of Accounts

9,246

NY Average: 3,892
Average Account Size

$1,021,150

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lucy Tang Work History

2011 - Present (14 years)

Gilder Gagnon Howe & Co. LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lucy Tang 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 Gilder Gagnon Howe & Co. LLC

Mark Boltres
New York, NY
Jamie Sherr
New York, NY
Ying Zhang
New York, NY
Onelia Rodriguez Cepin
New York, NY
Neel Kulkarni
New York, NY
Deven Markase
New York, NY
Michael Bermingham
New York, NY
Lucy Tang
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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