C.E. Unterberg Towbin Advisors, LLC is a pension cosultant based in New York. It manages $10.4 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Florida, New Mexico, and 3 other states.
C.E. Unterberg Towbin Advisors 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 C.E. Unterberg Towbin Advisors, LLC is $10.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% 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 C.E. Unterberg Towbin Advisors, LLC 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.
James William Weil has been acting as President since 1 Jan 2001. John Joseph Abularrage joined the executive team most recently as the Executive Chairman.
The principal office where C.E. Unterberg Towbin Advisors, LLC performs its advisory services is located at 350 Madison Avenue, New York, NY 10017, 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 212-389-8000 or by fax 212-389-8848. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.unterberg.com.