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Gerstein, Fisher & Associates, Inc. (New York)


Gerstein, Fisher & Associates, Inc. is a large advisory firm based in New York. It manages $1.92 billion of regulatory assets for 5,880 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 20 other states.

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Gerstein, Fisher & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, pension consulting services, and advice on matters not involving securities.. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gerstein, Fisher & Associates: assets under management

The assets under management (AUM) of Gerstein, Fisher & Associates, Inc. is $1.92 billion. The firm's AUM has grown by 733% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.89 billion in discretionary accounts and $23.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $326.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $311.58 thousand.
Gerstein, Fisher & Associates has custody of $18 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gerstein, Fisher & Associates, 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.

Based in New York

The principal office where Gerstein, Fisher & Associates, Inc. performs its advisory services is located at 565 Fifth Avenue, New York, NY 10017, 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 212 968-0707 or by fax 212-968-9133. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at gersteinfisher.com.


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