Spielberger Dampf Brill & Levine LLC (Jericho)

Name: Spielberger Dampf Brill & Levine LLC
Address: 500 North Broadway Suite 223, Jericho, NY, 11753
Telephone: 631.777.1666

Spielberger Dampf Brill & Levine LLC is a large advisory firm based in Jericho. It manages $43.64 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Florida, and New York.

Spielberger Dampf Brill & Levine provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spielberger Dampf Brill & Levine: assets under management

The assets under management (AUM) of Spielberger Dampf Brill & Levine LLC is $43.64 million. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35 million in discretionary accounts and $8.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $700 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.88 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spielberger Dampf Brill & Levine LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Spielberger Dampf Brill & Levine LLC

Mark Henry Spielberger has been acting as President since 1 Feb 1997. Steven Charles Brill joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Lawrence Levine	Cfo, partner	1 Feb 1997	Other	4497608
Mark Henry Spielberger	President	1 Feb 1997	25% - 50%	815365
Barry Evan Dampf	Coo	1 Feb 1997	25% - 50%	1172107
Steven Charles Brill	Managing director	1 Jul 1999	Other	872514

Based in Jericho

The principal office where Spielberger Dampf Brill & Levine LLC performs its advisory services is located at 500 North Broadway Suite 223, Jericho, NY 11753, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631.777.1666 or by fax 516.870.0025. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.sdblasset.com.