Siegel Asset Management Partners

Siegel Asset Management Partners (CRD# 310741) is a financial advisory firm headquartered in Plainview, NY. They manage $8,600,000 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
58101 Red Cedar Rd, Plainview, NY 11803
https://www.linkedin.com/in/yvescsiegel
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $8,600,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Siegel Asset Management Partners
Showing 1 - 1 of 1 top financial advisors.
1
Yves Siegel, financial advisor Plainview NY
Yves C. Siegel
CRD#: 1197673
Plainview, NY

Yves Siegel (CRD# 1197673) is an Investment Advisor Representative working at Siegel Asset Management Partners in Plainview, NY and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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