Fithian Llc (New York)
Fithian Llc Is a Mid-Sized Advisory Firm Based in New York. It Manages $28.61 Million of Regulatory Assets for 33 Client Accounts. It Has Been Registered with...
Fithian LLC is a mid-sized advisory firm based in New York. It manages $28.61 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.
Fithian provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Fithian: assets under management
The assets under management (AUM) of Fithian LLC is $28.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and $541.34 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $28.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $867.09 thousand each.
Fithian has custody of $28.61 million in cash and securities for 33 clients in total but doesn’t act as a qualified custodian.
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Investments
The firm invests in exchange traded securities the most. They account for 74% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 22% of the firm’s portfolio. Investments in investment and business development companies form 5% of the total invested assets.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
