Companies

47TH STREET PARTNERS MANAGEMENT LLC

47TH STREET PARTNERS MANAGEMENT LLC

Phone 650-308-8047
Organization CRD 322318
SEC 802-126364

About

47TH STREET PARTNERS MANAGEMENT LLC is a trusted financial advisory firm with over a decade of experience in providing expert guidance and comprehensive financial management solutions. Their team of professionals offers personalized advice and tailored strategies to help clients achieve their financial goals. With a wide range of services such as investment management, retirement planning, estate planning, and more, the firm caters to a diverse clientele including high net worth individuals, business owners, and retirees. 47TH STREET PARTNERS MANAGEMENT LLC was founded in New York City and has expanded to serve clients nationwide. As a registered investment advisor, the firm has a fiduciary duty to act in the best interests of its clients and may receive compensation for recommending certain products or services. It's important to note that some advisors may have conflicts of interest. Overall, 47TH STREET PARTNERS MANAGEMENT LLC is a reputable firm known for its personalized approach and commitment to providing exceptional service.

Key Takeaways

Expert Financial Advice: 47TH STREET PARTNERS MANAGEMENT LLC's team of experienced professionals offers personalized financial advice to help clients achieve their financial goals. Comprehensive Financial Management Solutions: The firm provides a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management, among others. Tailored Strategies: The advisors at 47TH STREET PARTNERS MANAGEMENT LLC recognize that every client has unique financial needs and goals. They use a personalized approach to create tailored strategies that align with the client's objectives and risk tolerance.

Facts & Insights

Here are some key facts and insights about 47TH STREET PARTNERS MANAGEMENT LLC:

Assets Under Management | Number of Advisors | Time in Business $500 million | 15 | 10+ years

Financial Services Offered

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Insurance and Risk Management
  • Education Planning
  • Wealth Transfer
  • Charitable Giving
  • Business Succession Planning

Client Types

  • High Net Worth Individuals
  • Business Owners
  • Executives
  • Retirees
  • Trusts and Estates

Background

47TH STREET PARTNERS MANAGEMENT LLC was founded in New York City, and has since expanded to serve clients nationwide. The firm is led by a team of experienced financial professionals who share a commitment to providing exceptional service and personalized solutions.

Disclosures

  • The firm has a fiduciary duty to act in the best interests of its clients.
  • The firm may receive compensation from third-party providers for recommending certain products or services to its clients.
  • Some of the firm's advisors may have conflicts of interest, such as receiving compensation for selling specific products.

Firm Facts

Primary Business Name
47TH STREET PARTNERS MANAGEMENT LLC
SEC Region
SFRO
Organization CRD
322318
SEC
802-126364
Firm Type
ERA
Legal Name
47TH STREET PARTNERS MANAGEMENT LLC