Academy Asset Management
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Overview
Academy Asset Management operates as a financial advisor company headquartered in New York, New York. The company has $40.1 million in assets under management throughout three accounts. The firm has a small group, including 3 financial advisors. Academy Asset Management is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as equities, options and bonds.
Academy Asset Management administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without requiring client authorization. The firm's average account size is $13.4 million. An average financial advisor at Academy Asset Management oversees around one client account, making it one of the most personalized advisor firms in the country.
The company's main office is located at 622 Third Avenue, New York, New York 10017. The company is allowed to provide services to investors throughout a number of states, including California, Illinois and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Academy Asset Management by the Numbers
$40.1 million
6
3
$13.4 million
Fee Structure
A financial advisor's fees depend on which services are provided. Fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Academy Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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