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Cantor, Weiss & Wurm Asset Management Co., Inc. (New York)


Cantor, Weiss & Wurm Asset Management Co., Inc. is a large advisory firm based in New York. It manages $217.74 million of regulatory assets for 471 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.




Cantor, Weiss & Wurm Asset Management Co. provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and security ratings or pricing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cantor, Weiss & Wurm Asset Management Co.: assets under management

The assets under management (AUM) of Cantor, Weiss & Wurm Asset Management Co., Inc. is $217.74 million. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $212.46 million in discretionary accounts and $5.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $456.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $878.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cantor, Weiss & Wurm Asset Management Co., Inc. for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Cantor, Weiss & Wurm Asset Management Co., Inc. performs its advisory services is located at 880 Third Ave 16 Th Floor, New York, NY 10022, 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 212-350-7272 or by fax 212-350-7295. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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