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Honigstock Group, LLC (Syosset)


Honigstock Group, LLC is a mid-sized advisory firm based in Syosset. It manages $76.87 million of regulatory assets for 307 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, New Jersey, New York, and Texas.

Honigstock Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Honigstock Group: assets under management

The assets under management (AUM) of Honigstock Group, LLC is $76.87 million, all of which is managed in discretionary accounts. 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 firm manages $76.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Honigstock Group, LLC for their services and products based on a percentage of assets under management 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.

Based in Syosset

The principal office where Honigstock Group, LLC performs its advisory services is located at 485 Underhill Boulevard, Syosset, NY 11791, 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 516-247-6060 or by fax 516-247-6061. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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