Elias Asset Management Inc is a large advisory firm based in Williamsville. It manages $515.08 million of regulatory assets for 641 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 11 other states.
Elias Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Elias Asset Management Inc is $515.08 million. The firm's AUM has gone down by -41% 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 Elias Asset Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Joseph Elias has been acting as President since 1 Dec 1978. Lawrence Vernon Whistler joined the executive team most recently as the Vice President Cio.
The principal office where Elias Asset Management Inc performs its advisory services is located at 500 Essjay Rd., Ste 220, Williamsville, NY 14221, 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 716-633-3800 or by fax 716-633-3810. The normal business hours are 8:00 a.m. 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.eliasasset.com.