AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 10 | $0.0 |
Average Individual AUM | $2,312,453 | |
HNW | 20 | $0.0 |
Average HNW AUM | $433,041 | |
Retail Total | 30 | $0.0 |
Average Retail AUM | $1,059,512 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|---|---|
PERSHING ADVISOR SOLUTIONS LLC | JERSEY CITY-NJ-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 49% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 15% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 26% | $0.0 |
Other Pools | 1% | $0.0 |
Cash | 9% | $0.0 |
Other | 0% | $0.0 |
Total | 100% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
ZWEIG-DIMENNA ASSOCIATES LLC | $1.0 | 161385 | |
ZWEIG-DIMENNA INTERNATIONAL MANAGERS, INC. | $0.0 | - | |
WATERMARK SECURITIES, INC. | $0.0 | broker-dealer | 28683 |
ZWEIG-DIMENNA ASSOCIATES, INC. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
2 active representatives found
Name | City | State | Exams | Designations | |||||
---|---|---|---|---|---|---|---|---|---|
PAUL MICHALOWSKI | NEW YORK | NY | S63|1996-08-29|S66|2009-08-20|S65|2022-01-28 | ||||||
MOSHE LUCHINS | NEW YORK | NY | S66|2017-05-22 |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $0.0 | $0.0 | 0% | 14 | 0 | 0% |
2024-04-02 | $0.0 | $0.0 | 0% | 14 | 0 | 0% |
2023-04-04 | $0.0 | $0.0 | 11% | 14 | 0 | 0% |
2022-04-01 | $0.0 | $0.0 | -5% | 14 | 0 | 0% |
2021-04-05 | $0.6 | -$0.6 | -95% | 20 | -6 | -30% |
2020-04-01 | $0.6 | -$0.5 | -94% | 21 | -7 | -33% |
2019-04-01 | $0.4 | -$0.4 | -92% | 21 | -7 | -33% |
2018-04-02 | $0.4 | -$0.3 | -91% | 18 | -4 | -22% |
2017-04-01 | $0.0 | $0.0 | 0% | 19 | -5 | -26% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, CT-03/17/2017, NY-03/31/2017 |
ADVISER ACTIVITIES |
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION NEWSLETTERS |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV