Fahnestock & Co. Inc. (New York)
Fahnestock & Co. Inc. is a large advisory firm based in New York. It manages $869.05 million of regulatory assets for 1,060 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Fahnestock & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.
Fahnestock &: assets under management
The assets under management (AUM) of Fahnestock & Co. Inc. is $869.05 million. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Fahnestock & Co. Inc. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Fahnestock & Co. Inc.
Elaine Kells Roberts has been acting as President since 1 Oct 1983. Allen Bernard Holeman joined the executive team most recently as the S.V.P/Chief Compliance Officer.
Direct owners and executive officers
Based in New York
The principal office where Fahnestock & Co. Inc. performs its advisory services is located at 125 Broad Street, New York, NY 10004, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-668-8000 or by fax 212-344-9899. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.fahnestock.com.
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