Green & Seifter Investment Advisers LLC is a large advisory firm based in Syracuse. It manages $86.92 million of regulatory assets for 224 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Green & Seifter Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Green & Seifter Investment Advisers LLC is $86.92 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Green & Seifter Investment Advisers LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Green & Seifter Investment Advisers LLC performs its advisory services is located at 110 W. Fayette Street, Syracuse, NY 13202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 315-422-1391 or by fax 315-422-3549. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at greenseifter.com.