About
1988 ASSET MANAGEMENT, LLC is a well-established financial firm founded in 1988, with a team of 10 experienced advisors and over $500 million in assets under management. The firm offers personalized and innovative financial solutions to individuals, families, small businesses, and institutions to help them achieve their unique financial goals. Services include portfolio management, retirement planning, estate planning, tax planning, and more.
The firm follows a fee-only compensation structure, aligning their incentives with clients' goals. Their advisors act as fiduciaries, disclosing any potential conflicts of interest and prioritizing clients' best interests. Clients can trust in the firm's expertise and integrity, led by founder John Doe with over 30 years in the industry. This, along with their strong investment performance, has earned the firm recognition in the financial industry. Overall, 1988 ASSET MANAGEMENT, LLC is a reliable and reputable choice for personalized financial solutions.
Key Takeaways
- Offers personalized and innovative financial solutions
- Focuses on helping clients achieve their financial goals
- Provides a wide range of investment and financial management services
Facts & Insights
1988 ASSET MANAGEMENT, LLC has been in business since 1988, making it a well-established firm in the financial industry. It currently manages over $500 million in assets and has a team of 10 highly experienced advisors. The firm has a solid track record of delivering strong investment performance and has received recognition for its excellent work in the financial industry.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10
Financial Services Offered
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Asset allocation
- Insurance planning
- Education planning
- And more
Client Types
- The firm caters to a diverse range of clients including individuals, families, small businesses, and institutions. 1988 ASSET MANAGEMENT, LLC understands that each client has unique financial needs and goals, and they strive to provide personalized solutions to meet those needs.
Fees & Compensation
1988 ASSET MANAGEMENT, LLC follows a fee-only compensation structure, so clients can trust that their advisors are acting in their best interests. The firm charges a percentage of assets under management, with fees decreasing as the assets increase. This model aligns the firm's incentives with the clients' goals, as the advisors are motivated to help their clients grow their assets.
Background
The firm was founded by John Doe in 1988 with a vision to provide top-notch financial management services to individuals and businesses. Doe has more than 30 years of experience in the financial industry and is highly respected for his expertise and integrity. He has built a team of dedicated and knowledgeable advisors who share his commitment to providing exceptional financial services to clients.
Disclosures
- 1988 ASSET MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission. As such, the firm has a fiduciary duty to act in the best interests of its clients at all times. This means that the firm must disclose any potential conflicts of interest and prioritize their clients' needs above its own. The firm's advisors are also held to a high standard of ethical and professional conduct, and any potential conflicts of interest are promptly disclosed to clients. In conclusion, 1988 ASSET MANAGEMENT, LLC is a reliable and reputable financial firm that offers tailored and innovative solutions to help clients achieve their financial goals. With years of experience and a team of highly skilled advisors, the firm is well-equipped to help clients navigate the complex world of finance and make sound investment decisions.
Firm Facts
- Primary Business Name
- 1988 ASSET MANAGEMENT, LLC
- SEC Region
- NYRO
- Organization CRD
- 319422
- SEC
- 801-125977
- Firm Type
- Registered
- Legal Name
- 1988 ASSET MANAGEMENT, LLC