Lingold Associates LLC is a large advisory firm based in New York. It manages $335.16 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Massachusetts, New Jersey, New York, and Oregon.
Lingold Associates provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lingold Associates LLC is $335.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Lingold Associates LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William M. Kelly has been acting as President since 1 Nov 2003. Estate Of William T. Golden joined the executive team most recently as the Member.
The principal office where Lingold Associates LLC performs its advisory services is located at 500 Fifth Avenue, 50 Th Floor, New York, NY 10110 5099, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-391-8960 or by fax 212-840-6774. The normal business hours are 9a.m.-5p.m. on Monday - Friday.