M.D. Sass Financial Strategies Management Company, L.L.C. is a large advisory firm based in New York. It manages $116.68 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida and New York.
M.D. Sass Financial Strategies Management Company, L.L.C provides 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 M.D. Sass Financial Strategies Management Company, L.L.C. is $116.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 143% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay M.D. Sass Financial Strategies Management Company, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Martin Douglas Sass has been acting as President since 1 Apr 2002. Bobby Liu joined the executive team most recently as the General Counsel, Chief Compliance Officer.
The principal office where M.D. Sass Financial Strategies Management Company, L.L.C. performs its advisory services is located at 1185 Avenue Of The Americas, New York, NY 10036, 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 212-730-2000 or by fax 212-843-5949. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.mdsass.com.