Steven Brill Advisors, Inc. is a large advisory firm based in Jericho. It manages $76.82 million of regulatory assets for 273 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and New York.
Steven Brill Advisors provides financial planning services, portfolio management for individuals and small businesses, 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.
The assets under management (AUM) of Steven Brill Advisors, Inc. is $76.82 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Steven Brill Advisors, Inc. for their services and products based on a percentage of assets under management. 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.
Steven Charles Brill has been acting as President since 1 Feb 1998. Robert Lawrence Levine joined the executive team most recently as the Chief Operations Officer.
The principal office where Steven Brill Advisors, Inc. 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 516-870-0024 or by fax 516-870-0025. The normal business hours are 9am - 5pm on Monday - Friday.