M.D. Sass-Macquarie Financial Strategies Management Company, LLC
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Learn more about M.D. Sass-Macquarie Financial Strategies Management Company, LLC
Overview
M.D. Sass-Macquarie Financial Strategies Management Company, LLC is a financial advisory company based in New York, New York. The company has $52.7 million in assets under management over two accounts. M.D. Sass-Macquarie Financial Strategies Management Company, LLC has a small group, including 3 financial advisors. M.D. Sass-Macquarie Financial Strategies Management Company, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, options and equities.
M.D. Sass-Macquarie Financial Strategies Management Company, LLC oversees all of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell judgments without requiring client authorization. The investment advisory firm's typical account size is $26.4 million. The typical advisor at M.D. Sass-Macquarie Financial Strategies Management Company, LLC oversees fewer than one client account, making it one of the most personalized firms in the country.
The company's central office is at 55 West 46Th Street, New York, New York 10036.
Assets Under Management
Number of Advisors
Disclosures
Office Location
M.D. Sass-Macquarie Financial Strategies Management Company, LLC by the Numbers
$52.7 million
7
2
$26.4 million
Fee Structure
Fees for financial advisory services are based on the services provided. Fees billed by the firm likely include the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
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
Types of Clients
M.D. Sass-Macquarie Financial Strategies Management Company, LLC works with pooled investment vehicles. Out of its two customers, M.D. Sass-Macquarie Financial Strategies Management Company, LLC's largest client group is pooled investment vehicles. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
M.D. Sass-Macquarie Financial Strategies Management Company, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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