Garfinkel Asset Management, Inc. is a large advisory firm based in Mineola. It manages $26.4 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Garfinkel Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Garfinkel Asset Management, Inc. is $26.4 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Garfinkel Asset Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, 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.
Jay Stewart Garfinkel has been acting as President since 1 Aug 2000. Mary Elizabeth Lehane joined the executive team most recently as the Vice President.
The principal office where Garfinkel Asset Management, Inc. performs its advisory services is located at 114 Old Country Road, Suite 544, Mineola, NY 11501, 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 516-742-1107 or by fax 516-742-5939. The normal business hours are 9:00am-5:00pm on Monday - Friday.